Talking to clients with no jargon, acronyms, in a simple style and over text messaging can go a long way, Wealthsimple executive suggests
The panel discussion was recorded at the 2016 IIROC compliance conference in Toronto
Only 7% of Canadians said they’re likely to trust a robo-advisor’s recommendations, new global HSBC study finds
The robo-advisor firm’s new offering allows advisors to refer clients to the digital wealth-management service or use the product on a white-label basis
Power Financial is funding the robo-advisor with another $50 million, doubling its total investment in the growing company
Invisor is introducing a new digital insurance platform for clients to buy term life insurance policies up to $500,000
Start-ups that have brokered partnerships with incumbent financial advisor firms stand a much better chance at surviving past their infancy
Young Americans are graduating with more debt, making it harder for them to start investing
Robo-advisor celebrates second consecutive Webby win
The bank’s financial advisors will gain access to the Nest Wealth Pro white label robo-advisor platform