J-F Courville and Dave Nugent will join the firm as managing partners
The no-fee account offers a 2.4% interest rate
More than half of respondents said they feel “more comfortable” with an advisor
Portfolio Score acts as a “health check” for investors’ portfolios
Christine Zalzal brings experience driving growth in retail and wealth product lines
How embracing technology can help you build stronger client relationships
The robo-advisor will provide an online platform for the firm's clients
Smart Money for Her incorporates specific assumptions into its goals-based platform
A report from BMO GAM looks at how the human and robo-advice channels have been affected
Report recommends creating an “innovation sandbox,” registry for third-party providers