David Reeve – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 15 Apr 2024 16:05:40 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png David Reeve – Investment Executive https://www.investmentexecutive.com 32 32 Will 2024 be the year of compliance technology? https://www.investmentexecutive.com/inside-track_/david-reeve/will-2024-be-the-year-of-compliance-technology/ Mon, 15 Apr 2024 20:00:25 +0000 https://www.investmentexecutive.com/?p=483743 Several factors, including regulatory enforcement and improved productivity, are driving a surge in adoption

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]]> AI has arrived in wealth management https://www.investmentexecutive.com/inside-track_/david-reeve/ai-has-arrived-in-wealth-management/ Wed, 15 Nov 2023 20:00:04 +0000 https://www.investmentexecutive.com/?p=475360 Opportunities and challenges must be weighed

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]]> Leverage compliance tech to grow your business https://www.investmentexecutive.com/inside-track_/david-reeve/leverage-compliance-tech-to-grow-your-business/ Mon, 25 Sep 2023 19:00:26 +0000 https://www.investmentexecutive.com/?p=472110 Tech-assisted recommendations can improve client outcomes

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]]> Technology can drive better financial decisions https://www.investmentexecutive.com/inside-track_/david-reeve/technology-can-drive-better-financial-decisions/ Wed, 15 Mar 2023 19:00:37 +0000 https://www.investmentexecutive.com/?p=462272 An InvestorCOM analysis of KYP outcomes provides positive evidence

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]]> Post-Covid risks and opportunities for advisors https://www.investmentexecutive.com/inside-track_/david-reeve/post-covid-risks-and-opportunities-for-advisors/ Mon, 23 Jan 2023 20:00:05 +0000 https://www.investmentexecutive.com/?p=459061 Position yourself to effectively address clients’ evolving needs and expectations

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]]> The bridge to a hybrid advisor https://www.investmentexecutive.com/inside-track_/david-reeve/the-bridge-to-a-hybrid-advisor/ Mon, 28 Nov 2022 20:00:37 +0000 https://www.investmentexecutive.com/?p=456458 This emerging model requires investment in integrated tech

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]]> Investment in digital solutions is an insurance policy https://www.investmentexecutive.com/inside-track_/david-reeve/investment-in-digital-solutions-is-an-insurance-policy/ Mon, 03 Oct 2022 19:00:14 +0000 https://www.investmentexecutive.com/?p=452715 Tech can help protect firms and advisors against two key risks

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]]> Crossing the digital divide in wealth management https://www.investmentexecutive.com/inside-track_/david-reeve/crossing-the-digital-divide-in-wealth-management/ Mon, 08 Aug 2022 19:00:27 +0000 https://www.investmentexecutive.com/?p=449246 Tech adoption isn’t optional given client expectations and trends

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]]> The role of tech in post-pandemic wealth https://www.investmentexecutive.com/inside-track_/david-reeve/the-role-of-tech-in-post-pandemic-wealth/ Mon, 13 Jun 2022 19:00:22 +0000 https://www.investmentexecutive.com/?p=446247 Leverage digital momentum to capitalize on trends

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]]> Leveraging compliance to grow your assets https://www.investmentexecutive.com/inside-track_/david-reeve/leveraging-compliance-to-grow-your-assets/ Fri, 22 Apr 2022 19:00:36 +0000 https://www.investmentexecutive.com/?p=443173 Tech frees advisors to focus on building successful practices

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