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.
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