Boomers, millennials want a more engaging and transparent customer experience
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