Industry News

Robo-advisors: Competition or outsourcing tool?

As online advice firms begin to transform the investment industry, they present challenges and opportunities for Canada's financial advisors.

In this Special Feature

  • Rise of the machines

    Online financial advisory services are here, and they are not about to go away. You can survive - and thrive - in the new environment by making so-called "robo-advisors" your friend

    Building your Business
  • Build personal relationships to counter robo-advisor competition

    Traditional advisors need to emphasize broad-based financial planning, conference told

    Industry News
  • Strategies for beating robo-advisor competition

    In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how advisors can beat the robo-advisor competition by delivering services that can’t be commoditized.

  • Robo-advisors expanding rapidly

    Regional robo-advisors are growing fast. Many are expanding both geographically and in the services they offer, including special tools designed for traditional advisors

  • Competing with online advice

    In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses “robo-advisors” and analyzes the future impact of online competition on full-service advisors.

  • Beat the online competition

    Whether you view "robo-advisors" as a big overreach by technology or a boon to efficiency and value, there are strategies you can use to hold your own as a professional advisor

    Building your Business
  • Robo-advisors: Not for clients only

    Firms that provide online robo-advisory services are extending that service to advisors so that they can focus on serving clients

  • Competing with the DIY alternatives

    Four ways to demonstrate your value to clients

    Client Communications
  • Meeting the robo-advisor challenge

    This development should be seen as an opportunity

    Front Page