Personal advice beats out search engines when it comes to major life events, according to a survey
Research from IIROC reveals Canadians want flexible, accessible and personalized advice
Speakers at a Vantage Series event discussed the challenge of providing personalized advice at scale
Studies show investors are largely satisfied with the advice they receive
But advisors aren’t as popular with Gen X investors
The deadline for initial feedback is June 3
The majority of millennial respondents would choose a human advisor over a robo
Gap between independent and bank channels could be more perception than reality, however
Millennials are much more likely to trust a robo-advisor, compared with older generations
Cautious investors represent an opportunity for advisors