The firm’s U.S. division is also in talks with digital advice providers as it considers increasing digital advice offering to clients
ModernAdvisor will aim to identify and track clients’ financial goals, alert them if they are falling short and make recommendations to get back on track
Registration requirements are the same for all portfolio managers in Canada, whether they operate a traditional bricks and mortar model or an online model
As automated portfolio-management systems, they can enhance your business
J.D. Power annual survey finds that when discount brokerages offer more services, client satisfaction increases
Metroland Media's investment will help Nest Wealth, a robo-advisor, promote its brand digitally and in traditional media
FutureAdvisor’s digital platform will be available to U.S. financial services institutions once the deal closes. Plans to expand internationally will be considered in time
New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position
The deal will also provide Nest Wealth access to the media company’s various digital and print publications
Survey suggests advisors may not be paying enough attention to this trend