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Robo-advisor violated rules when touting hypothetical performance

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Report on industry conflicts to be published soon with CSA, CIRO

Human and technology concept. Human resources. Communication network.

The focus is on serving younger, less knowledgeable clients

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Clients missed out on potential tax benefits after firm failed to alert them to changes in automated service

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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

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

Wealthfront acquired for US$1.4 billion in cash