"At the end of the day, all we have is each other. If we leave the decision-making room looking in different directions, that will trickle down" Heather Gerrie Kwant, Co-President and Co-CEO, Gerrie Electric Wholesale Ltd. #GlobeSuccession
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ICYMI: The Evolution of Wealth Management - Technology and innovation for a competitive edge On June 20th, the Globe hosted The Evolution of Wealth Management webcast, presented by Broadridge. To view the full recap, visit: https://lnkd.in/gJGwzwKQ #GlobeEvolution
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Thank you for joining us for Evolution of Wealth Management. A special thank you to our speakers and to our Presenting Sponsor, Broadridge, for making today’s event possible. #GlobeEvolution To register for upcoming events, visit: https://lnkd.in/dP5wYyZN
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"We can’t be all things to all people. You either have to pick a lane, become an expert and stick to it, or you need to develop a team that has a diverse number of experts." Tim Evans, Chief Operating Officer, Wealth Management - Canada, Canaccord Genuity Group Inc. #GlobeEvolution
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"We want to standardize and simplify as much as possible. Centralization of data helps with knowledge management and training. Stay close with regulators and partners, that way there wont’ be surprises and implementation will be more pragmatic." Rowena Chan (President, Sun Life Financial Distributors (Canada) Inc., Senior Vice-President, Retail Advice & Solutions) on best practices. #GlobeEvolution
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"Partnering to work out industry standards is important. We have to work together with to ensure that when there’s a proposed regulation, the influence from industry is communicated. A lot of the time, the governing bodies may not understand the practicalities." Chris Perry (President, Broadridge) on regulation changes in the industry. #GlobeEvolution
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"Diversity is a problem in our industry. We need an advisor force that reflects the communities we’re trying to serve. We’re looking for advisors who can connect with people at human level - everything else you can train." Jacqui Allard, Group Head, Global Wealth Management, Scotiabank #GlobeEvolution
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"We’re seeing a lot of firms spending 30-50% of their annual technology budget on maintenance and integration. Every year you’re going to see new platforms come into play. You’re going to rewrite legacy platforms into new ones. It's not just about building the application itself. You also have to refine and update the journey/user experience." Charles Smith (Partner, Wealth & Asset Management Consulting, EY) on technology in wealth management. #GlobeEvolution
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Co - President and CEO Gerrie Electric Wholesale Limited
1moWhat a fabulous day at the Globe and Mail sharing experiences of transition in family business. Such an important topic and many fabulous shares from other family businesses and from experts who help family businesses succeed. Big shout out to Erica and team at Globe and Mail for organizing and executing this great event!