Home In Depth Special Reports Robo-advisors: Competition or outsourcing tool?

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.

August 18, 2015

Could robo-advisors boost demand for traditional advice?

New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position

  • August 18, 2015 November 9, 2019
  • 15:11

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

  • February 27, 2015 November 9, 2019
  • 00:00

Build personal relationships to counter robo-advisor competition

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

  • January 28, 2015 October 21, 2019
  • 10:00

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 competion by delivering services that can’t be commoditized.

  • January 19, 2015 October 30, 2019
  • 06:20

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

  • January 15, 2015 October 30, 2019
  • 00:00

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.

  • January 12, 2015 October 30, 2019
  • 06:15

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

  • December 15, 2014 November 6, 2019
  • 00:00

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

  • November 28, 2014 October 30, 2019
  • 00:00

Competing with the DIY alternatives

Four ways to demonstrate your value to clients

  • November 6, 2014 November 17, 2019
  • 11:50

Meeting the robo-advisor challenge

This development should be seen as an opportunity

  • September 18, 2014 October 21, 2019
  • 23:00