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Keyword: Robo-advisors

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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

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The regulator's reviews uncovered deficiencies at most firms examined

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

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

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The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox

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New advice channel caters to high net-worth clients

  • By: IE Staff
  • March 9, 2021 March 9, 2021
  • 11:25