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Keyword: Robo-advisors

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The robo-advisor platform with allow the firm to substantially reduce the administrative work that doesn’t add value to clients

  • By: IE Staff
  • April 25, 2018 April 25, 2018
  • 11:20

The mutual fund dealer will give more than 150 advisors access to the online digital wealth-management platform

Savings money jar full of coins concept for saving or investment for a house, retirement or education

The digital wealth management firm has partnered with EQ Bank

businessman hand working computer and business strategy concept

PI is the second firm this week to give its advisors access to the online digital wealth-management platform

  • March 28, 2018 March 28, 2018
  • 16:25
digital tablet hands graph planning economic business success

The firm is the first in Quebec to adopt the robo-advisor service, which launched in November 2017

Diverse usiness people walking toward camera

A suite of services includes online trading, robo-advice and personal financial planning with a dedicated financial advisor

  • By: IE Staff
  • March 19, 2018 March 21, 2018
  • 11:00
Smartphone with finance and market icons and symbols concept

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

  • By: IE Staff
  • February 21, 2018 February 22, 2018
  • 11:03
Silhouttes of Two Business People Having a Handshake

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
Smartphone with finance and market icons and symbols concept

RBC InvestEase can support non-registered investment accounts, RRSPs and TFSAs