Clients who grant BMO advisors access will be able to have their SmartFolio accounts monitored and build relationship with the advisors
Jim Ruta, president, AdvisorCraft Media and Consulting, explains that Robo-Advisors can actually boost your life insurance business, as they highlight the need for insurance agents who can sell from the heart and inspire prospects and clients to purchase this unique offering -- something a machine or software program cannot do.
The automated advice platform is open to employees and will launch publicly in January
The technology platforms that have automated asset allocation also are affecting the way insurance is sold. And the best way to meet this new challenge may be to use the technology
Discussion paper analyzes the benefits and risks robo-advisors present for investors and the financial services sector alike
Robo-advisor will be able to work more closely with advisors as a result of the transaction
The robo-advisor firm also intends to launch in B.C. in early 2016 and to expand into the rest of the country by the end of next year
Many Canadian investors don’t seem to understand the impact of fees on their portfolios
It takes U.S. firms four years to recoup their client acquisition costs
Younger clients are turning to digital platforms, such as robo-advisors, as they’re accustomed to convenient and low-cost digital solutions in other services