WealthBar Financial Services Inc. – Investment Executive

Robo advisor sanctioned over CFR shortcomings

jameslangton — Tue, 03 Dec 2024 13:56:42 +0000

Compliance sweep in 2022 found WealthBar wasn't meeting new standards

rudy — Thu, 03 Dec 2020 17:47:53 +0000

Couple founded robo-advisor WealthBar in 2014

Maddie Johnson — Mon, 21 Oct 2019 15:23:03 +0000

Snap Projections will continue to operate under existing leadership

melissa — Fri, 13 Sep 2019 14:57:24 +0000

The service uses WealthBar technology

Alan — Wed, 23 Jan 2019 22:15:17 +0000

The online platform will continue to operate as a stand-alone business under its current leadership

Alan — Wed, 23 Jan 2019 17:15:59 +0000

Help identify psychological traps that can hurt returns

Pablo — Fri, 14 Dec 2018 14:23:47 +0000

CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service

Pablo — Wed, 16 May 2018 13:00:46 +0000

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

Pablo — Thu, 25 Jan 2018 17:23:31 +0000

In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

Alan — Tue, 24 Oct 2017 16:30:00 +0000

The robo-advisor’s clients can now add the PowerShares Cleantech Portfolio ETF to their portfolios