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Keyword: Robo-advisors

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crowd divided

Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident

  • By: IE Staff
  • September 7, 2022 September 7, 2022
  • 13:17
AI technology

Automated advice optimizes debt management, FCA finds — if consumers let it


Firm touted lack of fees while making money on investors' cash holdings

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Regulator details its compliance review priorities for the year ahead

client meeting

A report from Greenwich says technology makes investing more accessible but no less complex

Wealthfront acquired for US$1.4 billion in cash

virtual regulation

The regulator's reviews uncovered deficiencies at most firms examined

Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round

  • By: IE Staff
  • July 27, 2021 July 27, 2021
  • 11:13
Stock market background design

Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO

Businessman analysis the stockmarket on labtop Stock Market Investment Online

One in four clients reported having at least one problem with their firms over the past 12 months