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GPWealth360 gives financial advisors the ability to connect with their clients anywhere, anytime

Robo-advisors and traditional firms are creating new partnerships

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The online digital wealth platform gives advisors access to ETFs

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 12:30
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The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 11:20

The mutual fund dealer will give more than 150 advisors access to the online digital wealth-management platform

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The digital wealth management firm has partnered with EQ Bank

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PI is the second firm this week to give its advisors access to the online digital wealth-management platform

  • March 28, 2018 March 28, 2018
  • 16:25
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The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017

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A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor

  • By: IE Staff
  • March 19, 2018 March 21, 2018
  • 11:00
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Robo-advisor makes investing accessible with lower $1,000 minimum

  • By: IE Staff
  • February 21, 2018 February 22, 2018
  • 11:03