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Keyword: Hybrid advice

22 results found
Handshake between robot and human, AI generated image

It’s time to dig deeper to understand how Canadians want to receive financial planning advice

Texting hands

This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice

Euro map

European regulators make recommendations for revitalizing capital markets

Silhouette of man at sunset

Expanding access to advice, standardizing KYC data collection on SRO's agenda

Hybrid model may provide better client outcomes

This emerging model requires investment in integrated tech

  • By: David Reeve
  • November 28, 2022 November 28, 2022
  • 15:00
advisor client technology

Client attrition trends and regulatory reform demand digital adoption

  • By: David Reeve
  • February 28, 2022 February 23, 2022
  • 15:00

Wealthfront acquired for US$1.4 billion in cash

The pandemic has made digital transformation a top priority

  • By: David Reeve
  • October 30, 2020 October 30, 2020
  • 15:00

Using technology to augment your practice can help strengthen your relationships with clients

  • By: David Reeve
  • January 24, 2020 January 24, 2020
  • 16:18