Hybrid advice – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 16 Oct 2024 15:43:36 +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 Hybrid advice – Investment Executive https://www.investmentexecutive.com 32 32 Younger investors less loyal, less trusting of advisors https://www.investmentexecutive.com/news/industry-news/younger-investors-less-loyal-less-trusting-of-advisors/ Wed, 16 Oct 2024 15:43:36 +0000 https://www.investmentexecutive.com/?p=494871 Survey suggests financial advisors emphasize value, build trust, communicate regularly

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]]> To deliver value, financial planners must move beyond tech assumptions https://www.investmentexecutive.com/inside-track_/tashia-batstone/to-deliver-value-financial-planners-must-move-beyond-tech-assumptions/ Mon, 19 Aug 2024 20:00:35 +0000 https://www.investmentexecutive.com/?p=491323 It’s time to dig deeper to understand how Canadians want to receive financial planning advice

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]]> Capturing the mass affluent wealth segment https://www.investmentexecutive.com/inside-track_/david-reeve/capturing-the-mass-affluent-wealth-segment/ Mon, 29 Jul 2024 20:00:20 +0000 https://www.investmentexecutive.com/?p=490115 This growth opportunity requires freeing advisors from time constraints and meeting demand for hybrid advice

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]]> Basic products, advice needed to boost investing: ESMA https://www.investmentexecutive.com/news/from-the-regulators/basic-products-advice-needed-to-boost-investing-esma/ Thu, 23 May 2024 17:21:19 +0000 https://www.investmentexecutive.com/?p=486403 European regulators make recommendations for revitalizing capital markets

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]]> CIRO sketches three-year strategic vision https://www.investmentexecutive.com/news/from-the-regulators/ciro-sketches-three-year-strategic-vision/ Thu, 11 Apr 2024 19:17:38 +0000 https://www.investmentexecutive.com/?p=483589 Expanding access to advice, standardizing KYC data collection on SRO's agenda

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]]> Financial advice from AI may be educational but not holistic, experts say https://www.investmentexecutive.com/news/industry-news/financial-advice-from-ai-may-be-educational-but-not-holistic-experts-say/ Thu, 26 Oct 2023 19:39:16 +0000 https://www.investmentexecutive.com/?p=474125 Hybrid model may provide better client outcomes

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]]> The bridge to a hybrid advisor https://www.investmentexecutive.com/inside-track_/david-reeve/the-bridge-to-a-hybrid-advisor/ Mon, 28 Nov 2022 20:00:37 +0000 https://www.investmentexecutive.com/?p=456458 This emerging model requires investment in integrated tech

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]]> How leveraging tech supports advisors’ books https://www.investmentexecutive.com/inside-track_/david-reeve/how-leveraging-tech-supports-advisors-books/ Mon, 28 Feb 2022 20:00:26 +0000 https://www.investmentexecutive.com/?p=439859 Client attrition trends and regulatory reform demand digital adoption

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]]> UBS buys California robo advisor in digital advice push https://www.investmentexecutive.com/news/industry-news/ubs-buys-california-robo-advisor-in-digital-advice-push/ Wed, 26 Jan 2022 21:44:42 +0000 https://www.investmentexecutive.com/?p=438283 Wealthfront acquired for US$1.4 billion in cash

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]]> The acute impact of Covid-19 on digital wealth transformation https://www.investmentexecutive.com/inside-track_/david-reeve/the-acute-impact-of-covid-19-on-digital-wealth-transformation/ Fri, 30 Oct 2020 19:00:11 +0000 https://www.investmentexecutive.com/?p=410056 The pandemic has made digital transformation a top priority

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