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Keyword: Robo-advisors

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negative feelings concept - portrait of amazed beautiful 20s girl covering her mouth for gag metaphor,studio shot on gray background

Discussing finances can be cringeworthy for many, according to an FP Canada survey

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

J-F Courville and Dave Nugent will join the firm as managing partners

Hand holding smartphone with launching rocket on sky background. Startup and technology concept

The no-fee account offers a 2.4% interest rate

More than half of respondents said they feel “more comfortable” with an advisor

  • By: IE Staff
  • November 21, 2019 November 21, 2019
  • 15:10
African american business man using a tactile tablet over white background - Black people

Portfolio Score acts as a “health check” for investors’ portfolios

  • By: IE Staff
  • October 30, 2019 October 30, 2019
  • 13:11
We made a deal. Close up of arms of successful two business partners shaking hands. They are sitting at the table near documents in cafe. The businessman and woman are drinking coffee

Christine Zalzal brings experience driving growth in retail and wealth product lines

  • By: IE Staff
  • October 23, 2019 October 23, 2019
  • 12:19
smiling young couple shaking hands with investment advisor

How embracing technology can help you build stronger client relationships

  • By: David Reeve
  • September 13, 2019 November 10, 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 October 17, 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 October 17, 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 October 31, 2019
  • 12:16