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Savings money jar full of coins concept for saving or investment for a house, retirement or education

The digital wealth management firm has partnered with EQ Bank

Silhouttes of Two Business People Having a Handshake

Power Financial has invested $165 million in capital in the robo-advisor since 2015

  • By: IE Staff
  • February 21, 2018 February 21, 2018
  • 10:34

BMO SmartFolio has reduced its account minimum to $1,000

The company launched in the U.S. at the end of January

The new Halal investing portfolio screens for business and financial activity to ensure stocks are compliant with Islamic investing practices

  • By: Leah Golob
  • August 23, 2017 December 19, 2017
  • 12:40
Mandeville, Smart Money introduce WealthPort service

Advisors who use Wealthsimple’s B2B platform have access to Shaunessy’s institutional portfolio

Wealthsimple, Trulioo, FinanceIt, Wave Accounting and Street Contxt were among the 250 top firms, according to new research

The robo-advisor says an invitation-only trial version of its service will be tested this summer in the U.K.

National Bank using AI to reach out to clients

Talking to clients with no jargon, acronyms, in a simple style and over text messaging can go a long way, Wealthsimple executive suggests

Mandeville, Smart Money introduce WealthPort service

Power Financial is funding the robo-advisor with another $50 million, doubling its total investment in the growing company