With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas
Consumers prefer to receive new services from their existing bank, but are open to changing firms to gain better service and more value
The Montreal-based firm’s app aims to make investing easy for all Canadians
Planswell currently operates in British Columbia, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia
The capital will allow the startup to grow its sales and marketing teams, expand into the U.S. market, and expand its product offerings
Agreement aims to facilitate company referrals
The federal agency’s final report on this emerging space calls on regulators to continue to push for increased price transparency and plain-language disclosure in investment advice
Australia’s regulatory sandbox to remain unchanged
The bank is investing in a new VC fund focused on fintech and increasing its access to Israel’s world-class cybersecurity sector
18 firms approved for latest cohort