Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
Advisors who are part of the platform can now invest client assets in Forstrong’s seven actively managed investment strategies
These fledgling firms are using technology to communicate with, and educate clients about, the importance of remaining invested, even when the market takes an eventual downward turn
More robo-advisors want regulatory approval to sell without contacting clients
The guidance aims to address the “unique issues” robo-advisors raise while the bulletin aims to alert investors to several issues they should consider
The firm, which announced that it had surpassed $100 million in AUM in January, offers its clients private investment portfolios as well as ETFs
VirtualWealth gives 150 financial services institutions partnered with Qtrade the ability to offer clients an automated digital wealth-management platform
Wealthsimple facing powerful competition in the U.S.
Dan Egan, of U.S. robo-advisor Betterment, discusses the future of investing
As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is emerging in the U.S. and Canada