Univeris Blog

Read What’s Been on Our Minds

Trends that are Reshaping the Delivery of Advice: Digital Innovation

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

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

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

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...

Announcing Univeris EWMS v22.0

Announcing Univeris EWMS v22.0

New functionality debuted in the Univeris v22.0 release! We’re proud to highlight three key new features, among many, that were included in the recent Univeris 22.0 release. As always, we want our platform users to be on top of industry best practices and kept this in...

Two Pervasive ETF Myths

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 misconceptions. ...

Four Reasons Why MFDA-Licensed Advisors Use ETFs

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.

ETFs vs. Mutual Funds from the Advisor’s Perspective

ETFs vs. Mutual Funds from the Advisor’s Perspective

We've reached out to several advisors and ETF manufacturers to get their impressions of the state of the ETF market. We will present these findings over a four-part blog series and start with Part 1 on the advisor's perspective on ETFs versus Mutual Funds....

New 21.5 Release!

New 21.5 Release!

Univeris Enterprise Wealth Management System (EWMS) 21.5 is now fully deployed, constituting the last release of another multi-release year. This release marks a year of investment in maintaining the platform and actively implementing Univeris’ evergreen...