Power Financial has invested $165 million in capital in the robo-advisor since 2015
BMO SmartFolio has reduced its account minimum to $1,000
The company launched in the U.S. at the end of January
The new Halal investing portfolio screens for business and financial activity to ensure stocks are compliant with Islamic investing practices
Advisors who use Wealthsimple’s B2B platform have access to Shaunessy’s institutional portfolio
Wealthsimple, Trulioo, FinanceIt, Wave Accounting and Street Contxt were among the 250 top firms, according to new research
The robo-advisor says an invitation-only trial version of its service will be tested this summer in the U.K.
Talking to clients with no jargon, acronyms, in a simple style and over text messaging can go a long way, Wealthsimple executive suggests
Power Financial is funding the robo-advisor with another $50 million, doubling its total investment in the growing company
Young Americans are graduating with more debt, making it harder for them to start investing