Keyword: Hybrid advice

19 results found
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
Mandeville, Smart Money introduce WealthPort service

In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and risk tolerances

  • By: Leah Golob
  • September 28, 2017 September 28, 2017
  • 14:00

Through their innovation hubs, financial services institutions are exploring ways of integrating AI and other technology into wealth management

Is your communication program up to snuff?

The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds

MyAdvisor combines new online advice platform with real-time access to the bank’s financial advisors

  • By: IE Staff
  • March 29, 2017 January 15, 2018
  • 07:10

As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is emerging in the U.S. and Canada

CTI Capital Securities’ new hybrid advice platform targets the mass affluent

Clients will initially sign up with CTI ePortfolio by filling in an online questionnaire then meet with a rep in person to confirm the answers before any money is invested