Back-office technology upgrades present challenges, rewards for wealth managers

The Globe and Mail
May 15, 2024

Scott Stennett, SVP, Head of Digital Strategies and Advisor Services at Richardson Wealth, shares how our transition to Fidelity Clearing Canada has allowed us to have a more sophisticated, efficient digital system for advisor teams.

“Generally speaking, advisors all have access to the same product shelf of equities, funds, exchange-traded funds and bonds. So, more and more, it’s the digital platform that will differentiate the experience.”

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