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
The firm is aiming to fit Merrill Edge Guided Investing between its traditional full-service advisors and its discount brokerage
Clients will initially sign up with CTI ePortfolio by filling in an online questionnaire then meet with a rep in person to confirm the answers before any money is invested
Some of Canada's robo-advisors are adding higher-level services for clients who have amassed significant investible assets
The U.S. launch marks the Toronto-based robo-advisor’s first expansion outside of Canada
One way to differentiate yourself is to develop plans that align with your HNW clients’ values
Connected Advisor, will use similar technology to robo-advisors to automate tasks that will help advisors manage their businesses more efficiently
Robo-advisor’s cost-saving proposal is subject to OSC approval