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Keyword: Robo-advisors

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Business woman showing stock market financial situation

Millennials are much more likely to trust a robo-advisor, compared with older generations

Woman's hand using mobile phone o

Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM

  • By: IE Staff
  • January 29, 2019 February 14, 2019
  • 10:30
High angle view of businesspeople shaking hands and closing a deal

The online platform will continue to operate as a stand-alone business under its current leadership

  • By: IE Staff
  • January 23, 2019 February 14, 2019
  • 17:15

Wealthsimple Advice offers passive or active portfolios of ETFs and mutual funds

mature couple at home meeting with financial advisor

A connection between advisors and their clients through clear communication will ensure advisors survive and succeed

Firms sanctioned for making misleading statements to investors

CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service

  • By: IE Staff
  • December 14, 2018 February 14, 2019
  • 09:23
RBC logo Royal Bank of Canada sign

RBC InvestEase is the second robo-advisor introduced by one of Canada’s Big Six banks, after BMO SmartFolio

  • By: IE Staff
  • November 29, 2018 February 14, 2019
  • 10:40
Team of diverse businesswomen

Mackenzie Financial join’s The Women’s Collection as founding sponsor

financial worker analyzing business data and working with tablet computer

The portfolios will replace Portfolio IQ robo-advisor accounts