Robo-advisors | Investment Executive Canada's news source for financial professionals Wed, 29 Apr 2026 20:09:03 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://old.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Robo-advisors | Investment Executive 32 32 Industry innovates, but financial health suffers https://old.investmentexecutive.com/news/industry-innovates-but-financial-health-suffers/ Wed, 29 Apr 2026 20:09:03 +0000 https://www.investmentexecutive.com/?p=537592 Paper calls for guardrails against negative side effects of digital innovation

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]]> SEC set to cancel advisory firms’ registrations https://old.investmentexecutive.com/news/sec-set-to-cancel-advisory-firms-registrations/ Fri, 17 Apr 2026 18:38:01 +0000 https://www.investmentexecutive.com/?p=536602 Firms no longer qualify for narrower online advisor exemption

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]]> Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey https://old.investmentexecutive.com/news/research-and-markets/fintechs-lead-diy-investor-satisfaction-but-dont-count-human-advisors-out-survey/ Thu, 02 Apr 2026 13:09:30 +0000 https://www.investmentexecutive.com/?p=535441 Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade

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]]> Firm failed to disclose conflict in asset allocation: SEC https://old.investmentexecutive.com/news/firm-failed-to-disclose-conflict-in-asset-allocation-sec/ Tue, 24 Mar 2026 18:54:41 +0000 https://www.investmentexecutive.com/?p=534669 Conflict arose from allocation that generated revenue from "no fee" accounts

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]]> Retail advice most at risk to AI threat: Fitch https://old.investmentexecutive.com/news/retail-advice-most-at-risk-to-ai-threat-fitch/ Mon, 23 Mar 2026 19:47:01 +0000 https://www.investmentexecutive.com/?p=534552 Business model in peril, if investors start to trust AI agents

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]]> Gamification that’s good for investors https://old.investmentexecutive.com/news/gamification-thats-good-for-investors/ Tue, 03 Feb 2026 18:08:02 +0000 https://www.investmentexecutive.com/?p=530943 OSC report highlights how games can encourage good decisions by investors

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]]> CIRO wants to tear down the barriers to online advice https://old.investmentexecutive.com/news/ciro-wants-to-tear-down-the-barriers-to-online-advice/ Wed, 17 Dec 2025 19:30:33 +0000 https://www.investmentexecutive.com/?p=527997 SRO launches review of policy framework for the provision of advice

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]]> ‘Neo’ brokers bring neo risks too: IOSCO https://old.investmentexecutive.com/news/neo-brokers-bring-neo-risks-too-iosco/ Wed, 12 Nov 2025 19:03:30 +0000 https://www.investmentexecutive.com/?p=525233 Fee disclosure, conflicts of interest, consent pose investor protection issues

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]]> ESMA finds fund distribution is costly https://old.investmentexecutive.com/news/from-the-regulators/esma-finds-fund-distribution-is-costly/ Thu, 06 Nov 2025 21:28:19 +0000 https://www.investmentexecutive.com/?p=524836 Costs vary by distributor, fund and asset type, regulators conclude

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]]> OSC flags concerns with firms’ digital tactics https://old.investmentexecutive.com/news/osc-flags-concerns-with-firms-digital-tactics/ Wed, 22 Oct 2025 18:26:51 +0000 https://www.investmentexecutive.com/?p=523331 Firms using digital engagement practices for good and ill, review finds

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