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Keyword: Hybrid advice

18 results found

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

woman with a laptop

The pandemic has made digital transformation a top priority

  • By: David Reeve
  • October 30, 2020 October 30, 2020
  • 15:00
woman with a laptop

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

  • By: David Reeve
  • January 24, 2020 January 24, 2020
  • 16:18
hand touching digital tablet

iA WealthAssist combines the services of an investment advisor with the convenience of a self-serve platform

  • By: IE Staff
  • December 19, 2019 December 19, 2019
  • 13:33
smiling young couple shaking hands with investment advisor

How embracing technology can help you build stronger client relationships

  • By: David Reeve
  • September 13, 2019 November 10, 2019
  • 16:24
professional woman meeting male advisor

Experts describe how they use the funds

Businessman analyzing report

Hybrid advice model gives firms the opportunity to provide clients with more personalized services