The robo-advisory firm has now launched in Saskatchewan, the Atlantic provinces and the territories
Power Financial's investment in Wealthsimple gives the Montreal-based firm a way to reach young, prospective clients
Automated investment advisory services are “highly scalable”
Investment will allow robo-advisor firm to increase staff, bolster product lineup
Low costs luring young professionals away from banks
WealthBar Financial now offers clients a suite of pooled funds
Online financial advisory services are here, and they are not about to go away. You can survive - and thrive - in the new environment by making so-called "robo-advisors" your friend
Traditional advisors need to emphasize broad-based financial planning, conference told
Canadian finance institutions are “dragging their heels”, says Wealthsimple
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how advisors can beat the robo-advisor competion by delivering services that can’t be commoditized.