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
Some of these investors believe robo-advisors do a better job than an advisor in picking stocks to meet risk tolerance and selecting investments for retirement plans
ATB Prosper is targeted to investors in Alberta who are looking to open an investment account to save for retirement or shorter-term goals
The robo-advisor provides clients with financial planning and access to a dedicated advisor and has expanded its offerings to include private investment portfolios