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Keyword: Robo-advisors

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Man with smart phone and credit card with online shopping and payment.

Automatic service works with most Canadian credit and debit cards

hi-tech technological background

TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.

No need for immediate regulatory action, regulators say

Stock market background design

Users will have access to unlimited trades of more than 8,000 publicly traded stocks and ETFs

Fintech Investment - group of people in meeting with abstract charts and graphs on table

Report says volume of VC and private equity investment combined with M&A activity in the sector reached unprecedented heights

Jean-François Courveille

B2B service could become the driver of Wealthsimple’s business

  • July 27, 2018 February 2, 2019
  • 00:20
checking stock market data on a mobile device

By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors

Team project work Analyze reports plans, papers, documents, statistics calculations

The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently

  • By: Leah Golob
  • June 11, 2018 February 14, 2019
  • 11:40
Businessman in spotlight Human resource recruitment success employee illustration appointment notice new job

Interest and knowledge of financial matters play a key role in clients' choice of investment-management channel

Hand choosing employee group of businessmen new job appointment notice

Veteran wealth-management executive named CEO