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
The new fund invests in companies that are innovators in the financial services sector
J.D. Power suggests self-directed investing firms focus on client onboarding and mobile apps