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IE’s Regulatory Reporter: April 2017

Robo-advice platform aims to make advisors more efficient and productive by onboarding clients and recommending one of five portfolios

Services such as robo-advisors lack the ability to truly understand clients like financial advisors do

No-contest settlement with RBC firms will see clients repaid $21.8 million

RBC InvestEase, which will offer automated investment advice and discretionary portfolio management to consumers, is being tested in a pilot project with employees

Justwealth Financial and Vexo Technology Solutions give mutual fund advisors more options to retain and attract clients

Some of these emerging fintech firms now focus on serving specific markets in an effort to stand out from their peers

WisdomTree introduces three equity ETFs

The robo-advisor’s clients can now add the PowerShares Cleantech Portfolio ETF to their portfolios

  • By: Leah Golob
  • October 24, 2017 October 24, 2017
  • 11:30

The firm is the first Canadian robo-advisor to set up shop outside this country, having launched in the U.S. earlier this year

The company launched in the U.S. at the end of January

Self-directed investors turning away from robo-advisors

There’s a growing desire among these investors for a combination of full-service advice and self-service tools, J.D. Power report finds

  • By: Leah Golob
  • September 14, 2017 December 19, 2017
  • 11:40

Referral arrangements announced in August create new ways for advisors to serve clients' and prospects' needs