Keyword: Hybrid advice

14 results found
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