Hybrid advice – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 11 Apr 2024 19:46:24 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Hybrid advice – Investment Executive https://www.investmentexecutive.com 32 32 CIRO sketches three-year strategic vision https://www.investmentexecutive.com/news/from-the-regulators/ciro-sketches-three-year-strategic-vision/ Thu, 11 Apr 2024 19:17:38 +0000 https://www.investmentexecutive.com/?p=483589 Expanding access to advice, standardizing KYC data collection on SRO's agenda

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]]> Financial advice from AI may be educational but not holistic, experts say https://www.investmentexecutive.com/news/industry-news/financial-advice-from-ai-may-be-educational-but-not-holistic-experts-say/ Thu, 26 Oct 2023 19:39:16 +0000 https://www.investmentexecutive.com/?p=474125 Hybrid model may provide better client outcomes

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]]> The bridge to a hybrid advisor https://www.investmentexecutive.com/inside-track_/david-reeve/the-bridge-to-a-hybrid-advisor/ Mon, 28 Nov 2022 20:00:37 +0000 https://www.investmentexecutive.com/?p=456458 This emerging model requires investment in integrated tech

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]]> How leveraging tech supports advisors’ books https://www.investmentexecutive.com/inside-track_/david-reeve/how-leveraging-tech-supports-advisors-books/ Mon, 28 Feb 2022 20:00:26 +0000 https://www.investmentexecutive.com/?p=439859 Client attrition trends and regulatory reform demand digital adoption

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]]> UBS buys California robo advisor in digital advice push https://www.investmentexecutive.com/news/industry-news/ubs-buys-california-robo-advisor-in-digital-advice-push/ Wed, 26 Jan 2022 21:44:42 +0000 https://www.investmentexecutive.com/?p=438283 Wealthfront acquired for US$1.4 billion in cash

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]]> The acute impact of Covid-19 on digital wealth transformation https://www.investmentexecutive.com/inside-track_/david-reeve/the-acute-impact-of-covid-19-on-digital-wealth-transformation/ Fri, 30 Oct 2020 19:00:11 +0000 https://www.investmentexecutive.com/?p=410056 The pandemic has made digital transformation a top priority

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]]> The forces of technology: automation and augmentation https://www.investmentexecutive.com/inside-track_/david-reeve/the-forces-of-technology-automation-and-augmentation/ Fri, 24 Jan 2020 21:18:18 +0000 https://www.investmentexecutive.com/?p=394250 Using technology to augment your practice can help strengthen your relationships with clients

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]]> iA Wealth launches hybrid advice platform https://www.investmentexecutive.com/news/industry-news/ia-wealth-launches-hybrid-advice-platform/ Thu, 19 Dec 2019 18:33:45 +0000 https://www.investmentexecutive.com/?p=392821 iA WealthAssist combines the services of an investment advisor with the convenience of a self-serve platform

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]]> The emergence of the hybrid advisor https://www.investmentexecutive.com/inside-track_/david-reeve/the-emergence-of-the-hybrid-advisor/ Fri, 13 Sep 2019 20:24:27 +0000 https://www.investmentexecutive.com/?p=387048 How embracing technology can help you build stronger client relationships

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]]> How ETFs fit into a hybrid advice model https://www.investmentexecutive.com/in-depth_/special-reports/how-etfs-fit-into-a-hybrid-advice-model/ Wed, 03 Oct 2018 19:45:16 +0000 https://www.investmentexecutive.com/?p=356734 Experts describe how they use the funds

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