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
The largest robo-advisor firm in the U.S. has launched a division that caters specifically to financial advisors
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