The investment industry is embracing and launching robo-advice platforms in one form or another
David Nugent, portfolio manager and chief compliance officer, Wealthsimple, explains how the robo-advisor firm digitizes the investment process to offer millennial clients advice and value. He spoke at the IFIC annual leadership conference 2016 in Toronto.
Marcia Moffatt, head of BlackRock Canada, explains how full-service advisors can use robo-adviice to help boost assets, broaden their client base, and give better and more personalized service to clients. She spoke at the IFIC annual leadership conference 2016 in Toronto.
Glidepath differs from its competitors in that the firm’s platform is designed only for financial planners and it has no direct-to-consumer component
When it comes to investors’ satisfaction with their self-directed brokerages, National Bank Direct Brokerage ranks highest for a second consecutive year, followed by BMO InvestorLine
Responsive’s technology has a three-year track record helping manage more than $1.2 billion of institutional and high net-worth capital
To take advantage of robo-advisors, advisors themselves can treat these fintech disrupters as the information manager while advisors themselves focus in on the client relationship
Financial advisors surveyed for Investment Executive's 2016 Report Card series don't consider the emergence of robo-advisors anything to fret about
Scalability is a huge issue for robo-advisors
Focus is on small businesses’ pensions