Advisors will be able to send invites to clients they feel would best benefit from the robo-advisor’s services and then monitor those clients’ portfolios and track their success
Nicola Wealth Management and Howard Atkinson have invested in the robo-advisor, which is looking to add a platform for financial advisors and financial services firms
The bank’s senior counsel points to data that show the market for online advice services is growing rapidly
Robo-advisors are expected to add more sophisticated ETFs to their product lineups as the ETF industry continues to expand
Robo-advisors may be relative newcomers to Canada’s financial services sector, but these firms are beginning to offer expanded slates of specialized investment products. Recently, for example, Toronto-based Justwealth Financial Inc. entered the market, offering clients target-date portfolios for registered education savings plans (RESPs). And Toronto-based Wealthsimple Financial Inc. is making forays into socially responsible investing […]
The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client, in the third quarter
Automated online investment services can be regarded as competition, or an effective tool for your practice
Justwealth will provide clients with access to refined investment strategies and specific portfolios that target unique investment objectives
New ETF products will have slightly higher fees
Investors should be aware that conflicts of interest can exist even with digital investment advice