The focus is on serving younger, less knowledgeable clients
Clients missed out on potential tax benefits after firm failed to alert them to changes in automated service
Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident
Automated advice optimizes debt management, FCA finds — if consumers let it
Firm touted lack of fees while making money on investors' cash holdings
Regulator details its compliance review priorities for the year ahead
A report from Greenwich says technology makes investing more accessible but no less complex
Wealthfront acquired for US$1.4 billion in cash
The regulator's reviews uncovered deficiencies at most firms examined
Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round