Technology will drive harmonization, regulators say
The insurance industry is taking a page from the mutual fund industry, leveraging technology to address mounting disclosure regulations
Latest news in Anthony Boright
AI is not just another fad
AI is slowly making its way into the wealth-management industry and will ultimately transform financial advisors’ role
- By: Anthony Boright
- October 29, 2017 November 14, 2019
- 13:00
Is financial services the next music industry?
Blockchain technology may transform financial services just as peer-to-peer file-sharing technology changed the music industry almost 20 years ago
- By: Anthony Boright
- September 4, 2017 November 14, 2019
- 17:00
Clients want humans, not robots
Far from replacing interaction with real people, technology strengthens the financial advisor’s client service
- By: Anthony Boright
- July 10, 2017 November 14, 2019
- 05:00
Disruption in the wealth-management industry
Wealth-management firms are encountering the most tumultuous business environment ever, and advisors can help their firms and clients emerge successfully
- By: Anthony Boright
- May 15, 2017 November 14, 2019
- 05:00
Going digital
An e-migration strategy can help transform your company for growth, but it comes with challenges
- By: Anthony Boright
- March 20, 2017 November 14, 2019
- 05:00
The risks of being overly social
Not all communication on social media is effective and advisors who rely excessively on it to connect with clients and prospects may be hurting their…
- By: Anthony Boright
- January 23, 2017 November 14, 2019
- 06:00
The good news about more regulation
Although increasing compliance and regulation are perceived as burdens to many advisors and their firms, the business case for more efficient disclosure is compelling
- By: Anthony Boright
- November 24, 2016 November 14, 2019
- 06:00
Is Fintech a disruptor or an enabler?
Financial technology companies are widely held as marketplace disruptors. Yet, increasingly, these firms will be seen as enablers to the incumbent financial institutions
- By: Anthony Boright
- September 15, 2016 November 14, 2019
- 05:00
Blockchain technology could reshape the financial services landscape
This new, disruptive technology will force us to rethink the role of banks, dealers and other financial services institutions in society
- By: Anthony Boright
- July 21, 2016 November 14, 2019
- 07:00
The days of “Everything-as-a-Service” are nigh
Technology comes in all shapes and sizes, but will increasingly be dispensed as a service delivered online
- By: Anthony Boright
- May 19, 2016 November 14, 2019
- 05:00
The more things change, the more they stay the same
New fintech entrants are changing the financial services landscape, but this technology breakthrough has been years in the making
- By: Anthony Boright
- March 17, 2016 November 14, 2019
- 05:00
Is technology stressing you out?
Advisors who offer a healthy balance of personal and technical support will strengthen their client relationships and overcome the most stressful situations
- By: Anthony Boright
- January 21, 2016 November 14, 2019
- 07:00
Technology may hinder your success
Generally touted as a boon to society, technology may be changing our behaviour for the worse
- By: Anthony Boright
- November 19, 2015 November 14, 2019
- 06:00
New record-keeping requirements raise compliance concerns
It’s becoming more important for advisors to leverage technology to maintain an audit trail showing compliance that you’re doing the right thing
- By: Anthony Boright
- September 17, 2015 November 14, 2019
- 05:00
The Internet of (Financial) Things
Canadian financial services institutions need to consider a broader spectrum of devices for imparting financial advice and delivering services
- By: Anthony Boright
- July 16, 2015 November 14, 2019
- 05:00
Newton’s principle of e-delivery
Dealers and fund companies must make a concerted effort to drive clients to digital channels
- By: Anthony Boright
- May 21, 2015 November 14, 2019
- 05:00
Use technology to create exceptional client experiences
Regulatory compliance can and should be woven into better investor experiences. This requires an approach that combines core competencies in data and analytics-driven insight
- By: Anthony Boright
- March 19, 2015 November 14, 2019
- 05:00
The convergence of marketing communication and regulatory disclosure
Sending material to clients before they make a decision could help improve disclosure to retail investors, but may complicate advisors’ marketing efforts
- By: Anthony Boright
- November 20, 2014 November 14, 2019
- 06:00
Let’s not rain on the cloud
Some financial services organizations perceive inherent risks associated with the cloud, but the temptation to avoid this evolving frontier will be done at their peril
- By: Anthony Boright
- September 18, 2014 November 14, 2019
- 05:00
Dealing with the coming regulatory tsunami
Advisors cannot hope to remain compliant without the strategic use of technology
- By: Anthony Boright
- July 17, 2014 November 14, 2019
- 05:00
Connecting with clients online
The key to migrating client activity to the web is to complement the human experience, not to replace it
- By: Anthony Boright
- April 3, 2014 November 14, 2019
- 05:00
The overwhelming case for electronic communications
Not only are there significant cost savings available for both financial services firms and their advisors, but changes in regulation and investor behaviour are key…
- By: Anthony Boright
- January 16, 2014 November 14, 2019
- 08:00
Is point-of-sale disclosure a winning strategy?
The introduction of the Fund Facts documents presents a great opportunity for the industry to make some wholesale changes to the disclosure landscape
- By: Anthony Boright
- October 31, 2013 November 14, 2019
- 05:00