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Keyword: Robo-advisors

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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

A keyboard with a blue button - Robo Advisor

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

crowd divided

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

gavel

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