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Robo-advisor makes investing accessible with lower $1,000 minimum

  • By: IE Staff
  • February 21, 2018 February 22, 2018
  • 11:03
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Power Financial has invested $165 million in capital in the robo-advisor since 2015

  • By: IE Staff
  • February 21, 2018 February 21, 2018
  • 10:34

More than 75% of users surveyed say the service is “better” or “much better” than a traditional investment experience

  • By: Leah Golob
  • February 20, 2018 February 20, 2018
  • 11:45
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RBC InvestEase can support non-registered investment accounts, RRSPs and TFSAs

In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

  • By: Leah Golob
  • January 25, 2018 January 25, 2018
  • 12:23

BMO SmartFolio has reduced its account minimum to $1,000

With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas

The new platform allows the firm’s advisors to expand their reach and nurture future clients

Some robo-advisors are adding platforms and partnerships to make offering ETFs to clients much easier for mutual fund advisors

Mandeville, Smart Money introduce WealthPort service

The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs