The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client, in the third quarter
Automated online investment services can be regarded as competition, or an effective tool for your practice
Justwealth will provide clients with access to refined investment strategies and specific portfolios that target unique investment objectives
New ETF products will have slightly higher fees
Investors should be aware that conflicts of interest can exist even with digital investment advice
That change was made possible thanks to the firm’s acquisition of ShareOwner, whose dollar-based investment services allows investors to purchase fractional shares of ETFs
Traditional financial services firms are seeking robo-advisors
After filling a risk profile online, clients will be contacted by Antya Investments’ founder and portfolio manager to discuss investment options
Robo-advisor firm aims to cater to French-speaking Canadians by offering its services in their language
ModernAdvisor, which is now available to investors after a three-month beta program, intends to appeal to environmentally-conscious younger clients