The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds
What to say when your client asks: Why should I work with you and not a robo?
MyAdvisor combines new online advice platform with real-time access to the bank’s financial advisors
The firm has created its own RESP account-opening process through Canadian ShareOwner after stopping support of the product soon after launching in 2014
The robo-advisor firm’s clients will now have access to three ETF portfolios: one designed by Invisor itself, as well as one each from the two ETF firms
Credential’s partner firms and their advisors will gain access to Nest Wealth Pro’s white label robo-advisor platform as a result of the agreement
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
More robo-advisors want regulatory approval to sell without contacting clients
The guidance aims to address the “unique issues” robo-advisors raise while the bulletin aims to alert investors to several issues they should consider