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Trends that are Reshaping the Delivery of Advice: Regulatory Burden

Trends that are Reshaping the Delivery of Advice: Regulatory Burden

by Alison Ishimaru | Jul 23, 2022 | Advisory Solutions, Wealth management trends

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

by Alison Ishimaru | Jul 11, 2022 | Advisory Solutions, Hybrid Advisor, Wealth management trends

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...
Univeris Announces the Strategic Acquisition of TechRules, a Global Digital Financial Solutions Provider

Univeris Announces the Strategic Acquisition of TechRules, a Global Digital Financial Solutions Provider

by Alison Ishimaru | Jun 20, 2022 | Company, News, WealthTech

A New Cache of WealthTech Solutions is Coming Your Way   We are pleased and proud to announce that we have acquired TechRules, a Madrid-based wealthtech firm specializing in financial advisory applications. With a 20-year track record, TechRules is a leader in...

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