Forstrong manages global ETF portfolios
Aite Group estimates robo platforms will have $1.26 trillion in AUM by 2023
The digital platform will now combine financial planning and wealth management
Having a group RRSP in place through employers made a significant difference in employees’ “confidence in their financial future,” new Nest Wealth study finds
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently
The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients
New program removes barriers for small- to medium-sized businesses to open and run their own group plans
Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
Chris Hogg has been tapped to run the robo-advisor’s new tech platform
The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client, in the third quarter