Compliance sweep in 2022 found WealthBar wasn't meeting new standards
Couple founded robo-advisor WealthBar in 2014
Snap Projections will continue to operate under existing leadership
The service uses WealthBar technology
The online platform will continue to operate as a stand-alone business under its current leadership
Help identify psychological traps that can hurt returns
CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service
Amendments to NI 81-102 that are likely to be adopted this year would provide advisors with an intriguing new category of products to offer clients
In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors
The robo-advisor’s clients can now add the PowerShares Cleantech Portfolio ETF to their portfolios