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.
Regional robo-advisors are growing fast. Many are expanding both geographically and in the services they offer, including special tools designed for traditional advisors
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses “robo-advisors” and analyzes the future impact of online competition on full-service advisors.
New sign ups get free planning session
App designed to make investing easier
Whether you view "robo-advisors" as a big overreach by technology or a boon to efficiency and value, there are strategies you can use to hold your own as a professional advisor
Online investment manager launches in three more provinces
Firms that provide online robo-advisory services are extending that service to advisors so that they can focus on serving clients
Clients can get an actively and professionally managed portfolio starting at $2,000