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Keyword: Hybrid advice

16 results found
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

Mandeville, Smart Money introduce WealthPort service

The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs

Mandeville, Smart Money introduce WealthPort service

AI will be able to provide a breadth of information and predictions while advisors use their judgment and soft skills in interacting with clients

  • By: Leah Golob
  • November 24, 2017 December 25, 2018
  • 11:45