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Keyword: Robo-advisors

217 results found
smiling young couple shaking hands with investment advisor

How embracing technology can help you build stronger client relationships

  • By: David Reeve
  • September 13, 2019 September 13, 2019
  • 16:24
Paradise beach at night, Maldives landscape

The robo-advisor will provide an online platform for the firm's clients

  • By: IE Staff
  • August 15, 2019 September 14, 2019
  • 12:04
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 September 14, 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 September 14, 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 September 14, 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 September 14, 2019
  • 10:57
hand touching digital tablet

Company plans to explore new products, evolve advisor platform

  • By: IE Staff
  • May 22, 2019 September 14, 2019
  • 13:59

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

  • By: IE Staff
  • April 16, 2019 September 14, 2019
  • 11:46