Services such as robo-advisors lack the ability to truly understand clients like financial advisors do
RBC InvestEase, which will offer automated investment advice and discretionary portfolio management to consumers, is being tested in a pilot project with employees
Justwealth Financial and Vexo Technology Solutions give mutual fund advisors more options to retain and attract clients
Some of these emerging fintech firms now focus on serving specific markets in an effort to stand out from their peers
The robo-advisor’s clients can now add the PowerShares Cleantech Portfolio ETF to their portfolios
The firm is the first Canadian robo-advisor to set up shop outside this country, having launched in the U.S. earlier this year
The company launched in the U.S. at the end of January
There’s a growing desire among these investors for a combination of full-service advice and self-service tools, J.D. Power report finds
Referral arrangements announced in August create new ways for advisors to serve clients' and prospects' needs
The new Halal investing portfolio screens for business and financial activity to ensure stocks are compliant with Islamic investing practices