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
Advisors who use Wealthsimple’s B2B platform have access to Shaunessy’s institutional portfolio
Rather than cannibalizing traditional financial services firms’ clients, robo-advisors could open the market to cost-sensitive investors
Mandeville advisors can refer clients and prospects to the new platform, which combines the benefits of a robo-advisor but with access to private alternative strategies, for a referral fee
PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings
These new services could simplify how prospective borrowers access traditional lenders