Robo-advisors | Investment Executive https://www.investmentexecutive.com/tag/robo-advisors/ Canada's news source for financial professionals Thu, 02 Apr 2026 13:10:30 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Robo-advisors | Investment Executive https://www.investmentexecutive.com/tag/robo-advisors/ 32 32 Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey https://www.investmentexecutive.com/news/research-and-markets/fintechs-lead-diy-investor-satisfaction-but-dont-count-human-advisors-out-survey/ Thu, 02 Apr 2026 13:09:30 +0000 https://www.investmentexecutive.com/?p=535441 Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade

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]]> Firm failed to disclose conflict in asset allocation: SEC https://www.investmentexecutive.com/news/firm-failed-to-disclose-conflict-in-asset-allocation-sec/ Tue, 24 Mar 2026 18:54:41 +0000 https://www.investmentexecutive.com/?p=534669 Conflict arose from allocation that generated revenue from "no fee" accounts

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]]> Retail advice most at risk to AI threat: Fitch https://www.investmentexecutive.com/news/retail-advice-most-at-risk-to-ai-threat-fitch/ Mon, 23 Mar 2026 19:47:01 +0000 https://www.investmentexecutive.com/?p=534552 Business model in peril, if investors start to trust AI agents

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]]> Gamification that’s good for investors https://www.investmentexecutive.com/news/gamification-thats-good-for-investors/ Tue, 03 Feb 2026 18:08:02 +0000 https://www.investmentexecutive.com/?p=530943 OSC report highlights how games can encourage good decisions by investors

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]]> CIRO wants to tear down the barriers to online advice https://www.investmentexecutive.com/news/ciro-wants-to-tear-down-the-barriers-to-online-advice/ Wed, 17 Dec 2025 19:30:33 +0000 https://www.investmentexecutive.com/?p=527997 SRO launches review of policy framework for the provision of advice

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]]> ‘Neo’ brokers bring neo risks too: IOSCO https://www.investmentexecutive.com/news/neo-brokers-bring-neo-risks-too-iosco/ Wed, 12 Nov 2025 19:03:30 +0000 https://www.investmentexecutive.com/?p=525233 Fee disclosure, conflicts of interest, consent pose investor protection issues

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]]> ESMA finds fund distribution is costly https://www.investmentexecutive.com/news/from-the-regulators/esma-finds-fund-distribution-is-costly/ Thu, 06 Nov 2025 21:28:19 +0000 https://www.investmentexecutive.com/?p=524836 Costs vary by distributor, fund and asset type, regulators conclude

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]]> OSC flags concerns with firms’ digital tactics https://www.investmentexecutive.com/news/osc-flags-concerns-with-firms-digital-tactics/ Wed, 22 Oct 2025 18:26:51 +0000 https://www.investmentexecutive.com/?p=523331 Firms using digital engagement practices for good and ill, review finds

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]]> CIRO proposes new guidance for DIY investing https://www.investmentexecutive.com/news/from-the-regulators/ciro-proposes-new-guidance-for-diy-investing/ Tue, 12 Aug 2025 13:00:00 +0000 https://www.investmentexecutive.com/?p=517314 SRO would allow discount brokers to boost communication with investors

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]]> Digital design matters, FCA finds https://www.investmentexecutive.com/news/from-the-regulators/digital-design-matters-fca-finds/ Fri, 01 Aug 2025 10:00:00 +0000 https://www.investmentexecutive.com/?p=516570 Regulator's research details how online design can hurt, and help, investors

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