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Keyword: Robo-advisors

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Portrait of smiling woman in office with tablet

Smart Money for Her incorporates specific assumptions into its goals-based platform

  • By: IE Staff
  • June 25, 2019 July 22, 2019
  • 12:08
businesspeople with digital tablet sitting in modern office

A report from BMO GAM looks at how the human and robo-advice channels have been affected

  • By: IE Staff
  • June 24, 2019 June 24, 2019
  • 12:16
5994395 - front view of the canadian parliament building , with nobody showing

Report recommends creating an “innovation sandbox,” registry for third-party providers

  • By: IE Staff
  • June 21, 2019 July 22, 2019
  • 12:34
Silhouttes of Two Business People Having a Handshake

Arrangement will allow Questrade customers to access INFOR Financial’s new issues

  • By: IE Staff
  • June 12, 2019 July 22, 2019
  • 14:32
African american business man using a tactile tablet over white background - Black people

Human advisors could benefit from adopting a robo approach, report suggests

  • By: IE Staff
  • June 6, 2019 July 23, 2019
  • 13:19
African american business man using a tactile tablet over white background - Black people

Aite Group estimates robo platforms will have $1.26 trillion in AUM by 2023

  • By: IE Staff
  • May 24, 2019 July 22, 2019
  • 10:57
hand touching digital tablet

Company plans to explore new products, evolve advisor platform

  • By: IE Staff
  • May 22, 2019 July 22, 2019
  • 13:59

The majority of millennial respondents would choose a human advisor over a robo

  • By: IE Staff
  • April 16, 2019 July 22, 2019
  • 11:46
fintech and blockchain icons on financial technology background

Ratings improved for regulators' support of innovation, but there's more work to be done

lion tamer with lion vector image

Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These platforms enable human advisors to devote more time to building client relationships