The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds
MyAdvisor combines new online advice platform with real-time access to the bank’s financial advisors
As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is emerging in the U.S. and Canada
Clients will initially sign up with CTI ePortfolio by filling in an online questionnaire then meet with a rep in person to confirm the answers before any money is invested