by Univeris Marketing | Apr 7, 2020 | Advisory Solutions, Customer centricity, WealthTech
Univeris announces the completion of the ETF implementation with the PEAK Financial Group. This article points out that advisors and investors benefit greatly from considering ETFs in the construction of their investment strategies. ETFs are certainly great...
by Univeris Marketing | Feb 26, 2020 | Advisory Solutions, Client best interest, Client focused reforms, Customer centricity, ETFs, Technology, WealthTech
New Suitability requirements likely to energize ETFs, PTFs and Mutual Funds The recent client-focused reforms (CFRs), amendments to National Instrument 31-103, require advisors and firms to address material conflicts in the best interests...
