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Keyword: Robo-advisors

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Businessman Walk Over Cliff Gap Risk Mountain Balancing Flat Illustration

Investors face risks from sludge, nudges and other hidden tactics

Arrow cube

Households are facing the dual drags of inflation and higher interest rates, report says

three colleagues discussing their business prospects and looking at laptop screen

Regulators to explore the regulation, provision of advice online

Dispute at desk

Regulator's exam division sets compliance priorities for 2024

niche investment

Toronto-based Obsiido plans to launch a service for advisors later this year

gavel

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