PureFacts Financial Solutions

Purefacts was awarded WealthTech100 innovation leader

Purefacts was awarded WealthTech100 innovation leader The fourth annual WealthTech100 list for 2022 is launched today by specialist research firm FinTech Global.

Practice management expert says offering a fee audit for clients will provide clarity and transparency. Look at the total amount of fees they paid and at the benefits they received, like dollar gains, tax planning gains, estate planning gains and advice gains. Then list the intangible benefits they received, such as peace of mind, comfort, simplicity, and trust.

Your ideal clients want the whole menu, so show them Practice management expert says offering a fee audit will also provide clarity and transparency

Environmental and social issues are expected to dominate proxy season, and ESG disclosure standards are on the way. 2021 is set to be a watershed for sustainable finance in Canada as the federal government and financial industry stakeholders double down on climate-conscious policies and practices. Here are six key trends that will shape Canada’s sustainable finance landscape.

Six sustainable finance trends to watch in 2021 | Investment Executive Environmental and social issues are expected to dominate proxy season, and ESG disclosure standards are on the way

A top trend impacting wealth management is the disruption of technology that will put pressure on fees/margins. As a WealthTech100 company, we’re innovating in the wealth management space and helping companies explore new solutions for fees & billing.

Top 10 trends impacting Wealth Management in 2021 | by Sameer Datye | LinkedIn Published: January 18, 2021. The year 2020 was a strange year indeed. To use the term used once by Queen Elizabeth “Annus horribilis’ would be an apt description of the year we have left behind.