Millennials are much more likely to trust a robo-advisor, compared with older generations
Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM
The online platform will continue to operate as a stand-alone business under its current leadership
Wealthsimple Advice offers passive or active portfolios of ETFs and mutual funds
A connection between advisors and their clients through clear communication will ensure advisors survive and succeed
Firms sanctioned for making misleading statements to investors
CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service
RBC InvestEase is the second robo-advisor introduced by one of Canada’s Big Six banks, after BMO SmartFolio
Mackenzie Financial join’s The Women’s Collection as founding sponsor
The portfolios will replace Portfolio IQ robo-advisor accounts