Advisors may have to consider 1 million data points per day when the CFRs come into force
Richardson GMP report compared recent investor behaviour to the late-1990s tech boom
Covid-19 has accelerated changes that were already underway, advisors said
Effective compliance measures mean you’re less likely to lose clients
Industry vet gets full-time gig after joining firm as an advisor in March
Stronger digital capability an asset post-pandemic, rating agency says
The new facility will be one of four locations in North America and Europe
The firm has teamed up with Toronto-based education provider Learnedly
Advisors still want improved back office support and client materials
Executives have realized that remote-based operations can continue in a post-pandemic world