Latest news in David Reeve

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Preparing for the intergenerational wealth transfer

As millennials inherit their parents’ wealth, advisors will need to evolve their business practices

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How to increase digital adoption for client wealth reporting

Three key steps to improve investor engagement and advisor success

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Technology can ease the regulatory burden

Advisors and dealers are looking for strategies to remain compliant while managing costs and improving client satisfaction

  • By: David Reeve
  • February 7, 2019 November 10, 2019
  • 07:00
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Get ahead on the client-focused reforms

Advisors could begin to use technology now to stay onside of the CSA’s proposed client-focused reforms when they take effect

  • By: David Reeve
  • December 10, 2018 November 10, 2019
  • 06:00
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Gain an edge by embracing technology

Not only does adopting digital tools lead to happier clients, it also results in greater profitability and success for advisors

  • By: David Reeve
  • October 15, 2018 November 10, 2019
  • 06:00
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Turning compliance disclosure into a win/win

Compliance disclosure can be confusing to all parties, but there is an opportunity for advisors to provide “pain relief” and stand above their peers

  • By: David Reeve
  • August 20, 2018 November 10, 2019
  • 06:20
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Leverage technology to future-proof your business

By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors

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Crossing the digital bridge

The emerging trend of “open banking” has the potential to be the most important catalyst for change in our industry

  • By: David Reeve
  • April 30, 2018 November 10, 2019
  • 06:00
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Why human intelligence is more important than ever

Despite growing fear of the growing use of AI, evidence suggests it will serve as an aid to human interactions rather than replace these relationships