Digitally delivered financial advice is already making inroads into the advisory business, with much more to come. Younger, less affluent clients are the main users so far
Robo-advisors’ KYC process must amount to meaningful discussion
The firm’s U.S. division is also in talks with digital advice providers as it considers increasing digital advice offering to clients
ModernAdvisor will aim to identify and track clients’ financial goals, alert them if they are falling short and make recommendations to get back on track
Registration requirements are the same for all portfolio managers in Canada, whether they operate a traditional bricks and mortar model or an online model
As automated portfolio-management systems, they can enhance your business
J.D. Power annual survey finds that when discount brokerages offer more services, client satisfaction increases
Metroland Media's investment will help Nest Wealth, a robo-advisor, promote its brand digitally and in traditional media
FutureAdvisor’s digital platform will be available to U.S. financial services institutions once the deal closes. Plans to expand internationally will be considered in time
New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position