Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds
The robo-advisor firm’s new offering allows advisors to refer clients to the digital wealth-management service or use the product on a white-label basis
Power Financial is funding the robo-advisor with another $50 million, doubling its total investment in the growing company
Invisor is introducing a new digital insurance platform for clients to buy term life insurance policies up to $500,000
Start-ups that have brokered partnerships with incumbent financial advisor firms stand a much better chance at surviving past their infancy
Young Americans are graduating with more debt, making it harder for them to start investing
Robo-advisor celebrates second consecutive Webby win
The bank’s financial advisors will gain access to the Nest Wealth Pro white label robo-advisor platform
The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds
What to say when your client asks: Why should I work with you and not a robo?