Robo-advisor celebrates second consecutive Webby win
The firm has created its own RESP account-opening process through Canadian ShareOwner after stopping support of the product soon after launching in 2014
Advisors who are part of the platform can now invest client assets in Forstrong’s seven actively managed investment strategies
These fledgling firms are using technology to communicate with, and educate clients about, the importance of remaining invested, even when the market takes an eventual downward turn
The Canadian Startup Awards has named Michael Katchen entrepreneur of the year
The U.S. launch marks the Toronto-based robo-advisor’s first expansion outside of Canada
Robo-advisor’s cost-saving proposal is subject to OSC approval
“Wealthsimple Black” will provide clients with $100,000 or more invested in the service with a lower management fee and access to tax-efficient funds and tax-loss harvesting
The new service is intended for advisors who have clients with smaller accounts they want to keep on, but don’t meet minimum account requirements
Individuals are able to upload their statements to Wealthsimple for review, and an advisor with the firm will look to see how the person’s finances can be improved