About this session
In this session we introduce a new OPAL platform being developed. This platform is based on the input from multiple North American wealth management firms. The new platform enables advisors to enhance client engagement through goal based wealth management, through a powerful and intuitive user interface.
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26 September 2023PRESS RELEASE: Canadian wealth managers and financial advisors to drive international investments, new research finds
The study found 78% are developing more internationally diversified portfolios.
14 September 2023PRESS RELEASE: Clients increase their exposure to cash and alternatives, says new study of Canadian wealth managers and financial advisors
Almost nine in 10 (86%) say they’ve been increasing their clients’ overall allocation to alternatives.
30 August 2023PRESS RELEASE: Canadian clients increase their risk appetite as investment goals are hampered by volatile markets, says new study
Almost all wealth managers and financial advisors say their clients’ investment goals have been adversely affected by recent market volatility.
07 August 2023St James’s Place: Modernizing client engagement and increasing advisor productivity
Firms utilizing available technology to personalize client engagement will be best positioned to capture a meaningful market opportunity St. James's Place is fully focused on delivering this highly personalized experience.
01 August 2023PRESS RELEASE: Dramatic increase in focus on ESG investing Canadian wealth managers and financial advisors say
Nearly all wealth managers and financial advisors say clients are increasing their focus on ESG credentials in their investment portfolios.
24 July 2023Quarterly Outlook: Q2 2023
The outlook is based on the Ortec Finance Economic Scenario Generator (ESG) and offers our perspective on recent developments in the economy and capital markets.
20 July 2023PRESS RELEASE: Exponential client growth will continue to accelerate, say Canadian wealth and financial advisors
Number of clients serviced by Canadian wealth managers will continue to grow due to impact of technology and a growing population of mass affluent, new research found.
15 June 2023Consumer Duty - United Kingdom Financial Wellness
Manufacturers should have completed all necessary reviews to meet the outcome rules for their existing open products and services by 30th April. And don't forget, 31st July is the deadline for new and existing products or services open to sale or renewal.