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Keyword: Robo-advisors

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The majority of millennial respondents would choose a human advisor over a robo

  • By: IE Staff
  • April 16, 2019 April 16, 2019
  • 11:46
fintech and blockchain icons on financial technology background

Ratings improved for regulators' support of innovation, but there's more work to be done

lion tamer with lion vector image

Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These platforms enable human advisors to devote more time to building client relationships

Younger investors say advisors are less attentive to their needs

  • By: IE Staff
  • March 1, 2019 April 6, 2019
  • 11:35
Business woman showing stock market financial situation

Millennials are much more likely to trust a robo-advisor, compared with older generations

Woman's hand using mobile phone o

Clients who invest $500,000 or more with the robo-advisor will pay 0.4% of AUM

  • By: IE Staff
  • January 29, 2019 April 6, 2019
  • 10:30
High angle view of businesspeople shaking hands and closing a deal

The online platform will continue to operate as a stand-alone business under its current leadership

  • By: IE Staff
  • January 23, 2019 April 6, 2019
  • 17:15

Wealthsimple Advice offers passive or active portfolios of ETFs and mutual funds

mature couple at home meeting with financial advisor

A connection between advisors and their clients through clear communication will ensure advisors survive and succeed

Firms sanctioned for making misleading statements to investors