Newsroom

Jeff Gans talks to the Globe and Mail about how advisors can build confidence in their services by reaching out to clients proactively.

Customized communication encourages clients to stick to the plan. Dave Nugent, talks about how advanced analytics enable advisors to better serve their clients by monitoring engagement and addressing concerns during market fluctuations.

Robo-advisor platforms are adding financial planning and other services as a way to keep clients as their needs evolve.

Co-founders (and married couple) Andrew Auerbach and Jean Blacklock have launched Delisle Advisory Group, a Toronto-based investment counselling firm for high- and ultra-high-net-worth clients.

Jeff Gans, CEO of Advisor Solutions by Purpose sits down to discuss the world of wealth tech and advisory services.

Jeff Gans talks to Wealth Professional Canada Magazine about leveraging AI to streamline onboarding and identify behavioural cues.

Jeff Gans talks to Wealth Professional Canada Magazine about winning this year’s WealthTech Service Provider of the Year award and why he loves helping advisors build their businesses.

To avoid frustrations and ensure success, it’s essential to invest time to identify and manage expectations and structure an agreement.

Demonstrating a well-performing business with a strong client experience is essential to persuade sellers to choose a practice for their succession plan.

Independent advisor practices back by newer technologies are slowly changing the landscape. Jeff Gans discusses his vision with The Globe and Mail on how this trend will impact the advisory space at large and how fewer advisors could result in more people serving clients.

Jeff Gans sits down with Investment Executive to explore the balance between the convenience and limitations of AI and the potential for human-technology hybrids to increase human value.

Jeff Gans sits down with Investment Executive to examine the Independent Advisor Model.

Marlo Kravetsky sat down with Canadian Lawyer Magazine to discuss the important of stakeholder management.

Jeff Gans talks to Wealth Professional Canada Magazine about how advisors can launch their independent operations using our end-to-end technology platform that enables advisors to accelerate their growth while providing an industry-leading digital experience to their clients.

Purpose Advisor Solutions has seen the pipeline of firms interested in succession services grow by more than $20 billion in 2021 and 2022.

Jeff Gans and Marlo Kravetsky recently sat down with Wealth Professional to discuss the growing appetite for advisor independence in Canada.

Jeff Gans sits down with The Globe and Mail to discuss the importance of succession planning for independent advisors.

Jeff Gans sits down with Wealth Professional after closing merger with Wealthsimple for Advisors and how he wants to give advisors more freedom.

Jeff Gans discusses the increased desire among advisors to have greater control of the client experience with The Globe and Mail.

Jeff Gans and J-F Courville sit down with Wealth Professional to discuss how they now have a ‘real set of options’ for advisor independence and autonomy.