Tech-assisted recommendations can improve client outcomes
Small, straightforward tech solutions can have big payoffs, OSC TestLab finds
The event will seek solutions to greenwashing risks for regulators and industry
An InvestorCOM analysis of KYP outcomes provides positive evidence
Investment activity expected to remain subdued in 2023, KPMG reports
This emerging model requires investment in integrated tech
Tech can help protect firms and advisors against two key risks
Tech adoption isn’t optional given client expectations and trends
Leverage digital momentum to capitalize on trends
Tech frees advisors to focus on building successful practices