Lena Lam

  • Top Reasons to Offer Guided Online Investments Today

    Top Reasons to Offer Guided Online Investments Today

    Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected...

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  • Top Reasons to Offer Guided Online Investments Today

    Top Reasons to Offer Guided Online Investments Today

    Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected...

    Read Article
  • Top Reasons to Offer Guided Online Investments Today

    Top Reasons to Offer Guided Online Investments Today

    Online investing has seen major growth in the past ten years. Growth in online investing is only expected to continue, if not accelerate, in the next decade or so. But even with past and projected...

    Read Article
  • 3 Reasons ETFs Belong in a Portfolio

    3 Reasons ETFs Belong in a Portfolio

    Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it isn’t hard to see why from an investor’s...

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  • 3 Reasons ETFs Belong in a Portfolio

    3 Reasons ETFs Belong in a Portfolio

    Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it isn’t hard to see why from an investor’s...

    Read Article
  • 3 Reasons ETFs Belong in a Portfolio

    3 Reasons ETFs Belong in a Portfolio

    Exchange Traded Funds (ETFs) have been in existence for nearly three decades but it wasn’t until recently that they have grown in popularity. And it isn’t hard to see why from an investor’s...

    Read Article
  • Client Focused Reforms Technology Will Ease Adoption

    Client Focused Reforms Technology Will Ease Adoption

    Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we’ve noted in a previous post, the original...

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  • Client Focused Reforms Technology Will Ease Adoption

    Client Focused Reforms Technology Will Ease Adoption

    Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we’ve noted in a previous post, the original...

    Read Article
  • Client Focused Reforms Technology Will Ease Adoption

    Client Focused Reforms Technology Will Ease Adoption

    Earlier this month, the Canadian Securities Administrators (CSA) published the long awaited notice of amendments to its Client Focused Reforms. As we’ve noted in a previous post, the original...

    Read Article
  • Client Best Interest in Wealth Management: 3 Univeris Summit takeaways for Dealers & Advisors

    Client Best Interest in Wealth Management: 3 Univeris Summit takeaways for Dealers & Advisors

    In Fall 2019, Univeris held its annual Summit in Toronto, Ontario, Canada. The theme this year was Client Best Interest and the full-day conference featured presentations, breakout sessions, and...

    Read Article
  • Client Best Interest in Wealth Management: 3 Univeris Summit takeaways for Dealers & Advisors

    Client Best Interest in Wealth Management: 3 Univeris Summit takeaways for Dealers & Advisors

    In Fall 2019, Univeris held its annual Summit in Toronto, Ontario, Canada. The theme this year was Client Best Interest and the full-day conference featured presentations, breakout sessions, and...

    Read Article
  • Client Best Interest in Wealth Management: 3 Univeris Summit takeaways for Dealers & Advisors

    Client Best Interest in Wealth Management: 3 Univeris Summit takeaways for Dealers & Advisors

    In Fall 2019, Univeris held its annual Summit in Toronto, Ontario, Canada. The theme this year was Client Best Interest and the full-day conference featured presentations, breakout sessions, and...

    Read Article
  • Client Best Interest⁠—Univeris Summit 2019 in Photos

    Client Best Interest⁠—Univeris Summit 2019 in Photos

            The post Client Best Interest⁠—Univeris Summit 2019 in Photos appeared first on Univeris.

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  • Client Best Interest⁠—Univeris Summit 2019 in Photos

    Client Best Interest⁠—Univeris Summit 2019 in Photos

            The post Client Best Interest⁠—Univeris Summit 2019 in Photos appeared first on Univeris.

    Read Article
  • Client Best Interest⁠—Univeris Summit 2019 in Photos

    Client Best Interest⁠—Univeris Summit 2019 in Photos

            The post Client Best Interest⁠—Univeris Summit 2019 in Photos appeared first on Univeris.

    Read Article
  • Client Best Interest⁠—Univeris Summit 2019 in Photos

    Client Best Interest⁠—Univeris Summit 2019 in Photos

            The post Client Best Interest⁠—Univeris Summit 2019 in Photos appeared first on Univeris.

    Read Article
  • Toward the 2025 Canadian Investor

    Toward the 2025 Canadian Investor

    The driving force behind the evolution of the wealth management industry is often attributed to emerging technologies and regulatory demands. But the average Canadian investor is also changing....

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  • Toward the 2025 Canadian Investor

    Toward the 2025 Canadian Investor

    The driving force behind the evolution of the wealth management industry is often attributed to emerging technologies and regulatory demands. But the average Canadian investor is also changing....

    Read Article
  • Toward the 2025 Canadian Investor

    Toward the 2025 Canadian Investor

    The driving force behind the evolution of the wealth management industry is often attributed to emerging technologies and regulatory demands. But the average Canadian investor is also changing....

    Read Article
  • Wealth Management Trends by Market Analysts in 2018

    Wealth Management Trends by Market Analysts in 2018

    New regulatory obligations coupled with a stream of new financial services and wealth management technology continue to accelerate the evolution of the industry. Among the top wealth management...

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