Home Inside Track David Reeve

Latest news in David Reeve

Big data

AI has arrived in wealth management

Opportunities and challenges must be weighed

Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

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
digital tablet hands graph planning economic business success

Technology can drive better financial decisions

An InvestorCOM analysis of KYP outcomes provides positive evidence

client meeting

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
Data protection concept. GDPR. EU. Cyber security. Business man using mouse computer with padlock icon and internet technology network on blue background.

Investment in digital solutions is an insurance policy

Tech can help protect firms and advisors against two key risks

Hi-tech technological background with numbers and calculations

Crossing the digital divide in wealth management

Tech adoption isn’t optional given client expectations and trends

investing in technology

The role of tech in post-pandemic wealth

Leverage digital momentum to capitalize on trends

Wooden blocks with percentage sign and arrow up, financial growth, interest rate increase, inflation concept

Leveraging compliance to grow your assets

Tech frees advisors to focus on building successful practices

advisor client technology

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
Shot of a group of young businesspeople using a laptop during a meeting in the boardroom of a modern office

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
a man interrupts a cascade of falling dominoes

Meeting new KYP requirements without restricting shelves

Tech helps preserve product choice

advisor-client meeting

KYP and the power of the peer

Why segmenting product shelves into peer groups can help meet regulatory challenges

client meeting

Know your product: challenges and opportunities

Reducing product offerings for the sake of KYP is unlikely to serve the investor’s best interest

advisor and client meeting

Get ready to show your work under the client-focused reforms

Regulators will expect an advisor’s analysis to be documented and sufficiently thorough

advisor with client

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
woman with a laptop

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
a woman looking at her computer

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
Compliance Rules Law Regulation Policy Business Technology concept.

A compliance ROI model for client-focused reforms

Effective compliance measures mean you’re less likely to lose clients

man on laptop

Preparing for a post-coronavirus wealth advice world

Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Trust, disclosure and technology

How being transparent with your clients can help build stronger relationships

woman with a laptop

The forces of technology: automation and augmentation

Using technology to augment your practice can help strengthen your relationships with clients

  • By: David Reeve
  • January 24, 2020 January 24, 2020
  • 16:18
mature businessman thinking at desk in office

The impact of the new client-focused reforms on your practice

Technology solutions can help advisors meet compliance obligations

  • By: David Reeve
  • November 8, 2019 January 22, 2020
  • 16:20
smiling young couple shaking hands with investment advisor

The emergence of the hybrid advisor

How embracing technology can help you build stronger client relationships

  • By: David Reeve
  • September 13, 2019 November 10, 2019
  • 16:24
young people

Planning for wealth management in 2030

Demographic changes will dramatically alter advisory practices