WealthBar Financial Services Inc. – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 15 Dec 2020 17:01:12 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png WealthBar Financial Services Inc. – Investment Executive https://www.investmentexecutive.com 32 32 Tea and Chris Nicola to depart CI Direct Investing https://www.investmentexecutive.com/news/industry-news/tea-and-chris-nicola-to-depart-ci-direct-investing/ Thu, 03 Dec 2020 17:47:53 +0000 https://www.investmentexecutive.com/?p=412195 Couple founded robo-advisor WealthBar in 2014

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]]> WealthBar acquires financial planning software provider https://www.investmentexecutive.com/news/industry-news/wealthbar-acquires-financial-planning-software-provider/ Mon, 21 Oct 2019 15:23:03 +0000 https://www.investmentexecutive.com/?p=389077 Snap Projections will continue to operate under existing leadership

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]]> Assante launches online investing platform https://www.investmentexecutive.com/news/industry-news/assante-launches-online-investing-platform/ Fri, 13 Sep 2019 14:57:24 +0000 https://www.investmentexecutive.com/?p=387026 The service uses WealthBar technology

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]]> CI Financial completes deal for WealthBar https://www.investmentexecutive.com/news/industry-news/ci-financial-completes-deal-for-wealthbar/ Wed, 23 Jan 2019 22:15:17 +0000 https://www.investmentexecutive.com/?p=374586 The online platform will continue to operate as a stand-alone business under its current leadership

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]]> Cognitive biases may keep clients from investing intelligently https://www.investmentexecutive.com/news/industry-news/cognitive-biases-may-keep-clients-from-investing-intelligently/ Wed, 23 Jan 2019 17:15:59 +0000 https://www.investmentexecutive.com/?p=374539 Help identify psychological traps that can hurt returns

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]]> CI acquires majority stake in WealthBar https://www.investmentexecutive.com/news/industry-news/ci-acquires-majority-stake-in-wealthbar/ Fri, 14 Dec 2018 14:23:47 +0000 https://www.investmentexecutive.com/?p=360181 CI sees great potential in giving advisors the ability to use WealthBar’s robo-advisor service

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]]> Surge in alternative investments expected https://www.investmentexecutive.com/news/products/surge-in-alternative-investments-expected/ Wed, 16 May 2018 13:00:46 +0000 https://www.investmentexecutive.com/?p=350334 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

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]]> WealthBar and PPI launch PPI Valet https://www.investmentexecutive.com/news/industry-news/wealthbar-and-ppi-launch-ppi-valet/ Thu, 25 Jan 2018 17:23:31 +0000 https://www.investmentexecutive.com/?p=345243 In addition to online portfolio management, the new platform also offers marketing support and online tools for advisors

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]]> WealthBar introduces cleantech option https://www.investmentexecutive.com/news/products/wealthbar-introduces-cleantech-option/ Tue, 24 Oct 2017 16:30:00 +0000 https://avatar.investmentexecutive.com/uncategorized/wealthbar-introduces-cleantech-option/ The robo-advisor’s clients can now add the PowerShares Cleantech Portfolio ETF to their portfolios

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]]> PPI, WealthBar team up to give insurance advisors access to investments https://www.investmentexecutive.com/news/industry-news/ppi-wealthbar-team-up-to-give-insurance-advisors-access-to-investments/ Tue, 01 Aug 2017 18:50:00 +0000 https://www.investmentexecutive.com/uncategorized/ppi-wealthbar-team-up-to-give-insurance-advisors-access-to-investments/ PPI Valet, powered by WealthBar’s robo-advisor platform, provides advisors who are licensed only in insurance an opportunity to expand their offerings

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