Earlier this month, the Univeris Team took in some fresh mountain air at the Gaylord Rockies for BNY INSITE 2026. INSITE is an awesome annual conference bringing together wealth management executives, RIA founders, wealthtech...
Univeris Blog Archive
Wealth management trends
What to know about Germany’s upcoming pension program reform. Are you prepared?
In December 2025, the German Federal Cabinet officially approved the draft bill for the "Altersvorsorgedepot" (Pension Reform Act). Altersvorsorgedepot (AVD) represents a shift in the country's current retirement infrastructure and it comes with some timely...
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...
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...