Supercharge your practice with growthtech
Client-facing technology plays a vital role in achieving organic growth
Latest news in David Reeve
Intergenerational wealth transfer can be captured with tech
Engage younger investors on their terms
- By: David Reeve
- November 27, 2024 November 22, 2024
- 16:00
Addressing internal challenges to wealth firms’ growth
Advisor time constraints, attrition are controllable factors
- By: David Reeve
- October 2, 2024 October 2, 2024
- 15:04
Capturing the mass affluent wealth segment
This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice
- By: David Reeve
- July 29, 2024 July 29, 2024
- 16:00
Leverage pre-trade compliance to drive value
New regulations come with cost but also opportunity
- By: David Reeve
- June 10, 2024 June 10, 2024
- 15:58
Will 2024 be the year of compliance technology?
Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption
- By: David Reeve
- April 15, 2024 April 15, 2024
- 16:00
AI has arrived in wealth management
Opportunities and challenges must be weighed
- By: David Reeve
- November 15, 2023 November 15, 2023
- 15:00
Leverage compliance tech to grow your business
Tech-assisted recommendations can improve client outcomes
- By: David Reeve
- September 25, 2023 September 25, 2023
- 15:00
Technology can drive better financial decisions
An InvestorCOM analysis of KYP outcomes provides positive evidence
- By: David Reeve
- March 15, 2023 March 15, 2023
- 15:00
Post-Covid risks and opportunities for advisors
Position yourself to effectively address clients’ evolving needs and expectations
- By: David Reeve
- January 23, 2023 January 23, 2023
- 15:00
The bridge to a hybrid advisor
This emerging model requires investment in integrated tech
- By: David Reeve
- November 28, 2022 November 28, 2022
- 15:00
Investment in digital solutions is an insurance policy
Tech can help protect firms and advisors against two key risks
- By: David Reeve
- October 3, 2022 October 3, 2022
- 15:00
Crossing the digital divide in wealth management
Tech adoption isn’t optional given client expectations and trends
- By: David Reeve
- August 8, 2022 August 8, 2022
- 15:00
The role of tech in post-pandemic wealth
Leverage digital momentum to capitalize on trends
- By: David Reeve
- June 13, 2022 June 13, 2022
- 15:00
Leveraging compliance to grow your assets
Tech frees advisors to focus on building successful practices
- By: David Reeve
- April 22, 2022 April 22, 2022
- 15:00
How leveraging tech supports advisors’ books
Client attrition trends and regulatory reform demand digital adoption
- By: David Reeve
- February 28, 2022 February 23, 2022
- 15:00
Advisors require tech as pre-trade obligations grow
Firms that deliver on digital documentation and disclosure will reduce audit risk
- By: David Reeve
- November 19, 2021 November 19, 2021
- 15:00
Meeting new KYP requirements without restricting shelves
Tech helps preserve product choice
- By: David Reeve
- October 1, 2021 October 1, 2021
- 15:00
KYP and the power of the peer
Why segmenting product shelves into peer groups can help meet regulatory challenges
- By: David Reeve
- July 23, 2021 July 23, 2021
- 16:00
Know your product: challenges and opportunities
Reducing product offerings for the sake of KYP is unlikely to serve the investor’s best interest
- By: David Reeve
- May 28, 2021 May 28, 2021
- 15:30
Get ready to show your work under the client-focused reforms
Regulators will expect an advisor’s analysis to be documented and sufficiently thorough
- By: David Reeve
- April 1, 2021 April 1, 2021
- 15:04
Full disclosure: How to turn compliance into a competitive advantage
Frictionless, relevant disclosure is critical to building trust with clients
- By: David Reeve
- February 12, 2021 February 12, 2021
- 15:15
The acute impact of Covid-19 on digital wealth transformation
The pandemic has made digital transformation a top priority
- By: David Reeve
- October 30, 2020 October 30, 2020
- 15:00
Let technology do what no human is capable of
Advisors may have to consider 1 million data points per day when the CFRs come into force
- By: David Reeve
- September 4, 2020 September 8, 2020
- 15:56
A compliance ROI model for client-focused reforms
Effective compliance measures mean you’re less likely to lose clients
- By: David Reeve
- July 10, 2020 July 10, 2020
- 16:21