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
Four ways to demonstrate your value to clients
Vancouver company provides low-cost advice and lowers the barriers for smaller clients
Changes include a new minimum account balance and a new fee structure
This development should be seen as an opportunity
Technology-driven investment manager constructs personalized investment portfolios with low-cost index funds