It’s no secret that advisors would prefer to work with the latest developments in front-office technology to maximize their efficiency, reduce their costs, and scale their business. Their firms also seek similar outcomes, yet decision-makers are often hesitant to...
Univeris Blog Archive
Introducing Univeris Advisor: Level Up with Automation
As wealth management becomes further defined by technology, it’s also pushing a need for automated portfolio management. With this consideration is mind, we’re excited to announce the launch of Univeris Advisor. Univeris Advisor is a modern portfolio management system...
A New SRO Landscape in Canadian Wealth Management
Nearing the end of 2022 means we’re getting closer to the starting line of a new self-regulatory organization (SRO). On Jan. 1, 2023, the merger between the Mutual Fund Dealers Association of Canada (MFDA) and the Investment Industry Regulatory Organization of Canada...
Economics of an Advisory Business: How Does an Advisor Get Paid?
Most advisors in Canada are registered with two self-regulatory organizations, which will merge at the end of this year: the Mutual Fund Dealers Association of Canada (MFDA) or the Investment Industry Regulatory Association of Canada (IIROC). The firms they work for...
Trends that are Reshaping the Delivery of Advice: Digital Innovation
As the world grows more digitally dependent and connected, clients want to engage with their advisors in ways fit for the times. And in the digital domain, advisors want a fully integrated view of their clients and a strategy to help support their value proposition.
Trends that are Reshaping the Delivery of Advice: Regulatory Burden
Welcome back to our blog series on trends that persist within the wealth management industry. Our second topic is on regulatory burden and how technology can help mitigate risks and drive efficiencies. Our first topic was about the fee-compression trend, which you can...
Trends that are Reshaping the Delivery of Advice: Fee Compression
In the wealth management industry, three trends continue to redefine the role of advisors: fee compression, regulatory burden, and digital innovation. While these trends were established in the decade that just passed, they still affect how advisors work with their...
Two More ETF Misconceptions
Today, we conclude our four-part blog series on the state of the ETF market by dispelling two additional ETF misconceptions that were held by our polled MFDA advisors. We hope you’ve found this series useful, especially if your firm is considering adding ETFs to your...
Two Pervasive ETF Myths
Today’s blog is the third of a four-part series focusing on the state of the ETF market. In Part III, we debunk two myths that we frequently heard from our polled MFDA-licensed advisors. Our fourth and final installment will address two more common...
Four Reasons Why MFDA-Licensed Advisors Use ETFs
To all the MFDA advisors out there: are you licensed to trade ETFs? Why or why not? In Part 2 of our MFDA Advisor In-depth Interview Series, we dive into the motivation behind why some advisors started trading ETFs.