Industry News

  • Provisus Wealth Managementon 21 Mar 2019 Justify your fees

    Fees have become a hot topic with increased transparency and pressure from low-cost digital advice platforms. However some advisors are still not adequately prepared and fear the fee discussion with their clients.

  • Broadridgeon 11 Mar 2019 Annual Market Review: 2018

    A recap of last year’s market with insights for what is on the horizon in 2019

  • Provisus Wealth Managementon 05 Mar 2019 On the way up, again

    Many investors are unimpressed by this recovery because so many bailed out in 2008 and only started to drift back into stocks as last year's volatility kicked into high gear

  • Broadridgeon 25 Feb 2019 Special offers for Waddell & Reed Advisors

    Save up to 25% on Broadridge services

  • Provisus Wealth Managementon 19 Feb 2019 Provisus to launch groundbreaking funds on NEO Exchange

    Provisus Wealth Management is set to transform investment opportunities with the launch of nine platform-traded funds (PTFs) on the NEO Exchange, “Canada’s New Stock Exchange”, later this week

  • Provisus Wealth Managementon 04 Feb 2019 The other January Effect

    Most investors have heard of the January Effect which is the observation that January has historically been the best month to be invested in stocks.

  • Broadridgeon 29 Jan 2019 Busted: 5 myths about millennials and investing

    A new national survey from Broadridge and The Center for Generational Kinetics (CGK) explodes the myths and exposes the realities of America’s next-gen investors

  • Broadridgeon 09 Jan 2019 Legacy technology seen as biggest hurdle to digital transformation

    AI will have the biggest effect

  • Broadridgeon 09 Jan 2019 The next-generation wealth advisor: harnessing data and technology to drive business

    A roadmap and business case for wealth advisors looking to both realign and digitally transform their practices

  • Provisus Wealth Managementon 03 Jan 2019 Balancing risk & reward

    When attempting to achieve higher returns, there are “no guarantees” except that you will be taking greater risks