Robo-advisors – 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 Robo-advisors – 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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]]> Wealthsimple reveals it’s profitable after 10 years in operation https://www.investmentexecutive.com/news/industry-news/wealthsimple-reveals-its-profitable-after-10-years-in-operation/ Wed, 18 Sep 2024 12:44:54 +0000 https://www.investmentexecutive.com/?p=493000 Company aims to rival the big banks, by having more than a trillion dollars in AUA

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]]> DIY investors to advisors: It’s not you, it’s me https://www.investmentexecutive.com/news/research-and-markets/diy-investors-to-advisors-its-not-you-its-me/ Thu, 29 Aug 2024 20:12:37 +0000 https://www.investmentexecutive.com/?p=491841 Self-directed investors prioritize convenience, control, costs

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]]> Advisor usage declines, CSA survey finds https://www.investmentexecutive.com/news/from-the-regulators/advisor-usage-declines-csa-survey-finds/ Fri, 28 Jun 2024 17:43:26 +0000 https://www.investmentexecutive.com/?p=488614 Investors enjoy DIY investing, relying more on social media for information

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]]> Trading games drive heavier, riskier activity: FCA https://www.investmentexecutive.com/news/from-the-regulators/trading-games-drive-heavier-riskier-activity-fca/ Thu, 20 Jun 2024 19:03:06 +0000 https://www.investmentexecutive.com/?p=488143 Younger, female, low-literacy investors are particularly vulnerable to digital tactics, study shows

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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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]]> OSC to increase focus on DIY investors https://www.investmentexecutive.com/news/from-the-regulators/osc-to-increase-focus-on-diy-investors/ Fri, 03 May 2024 21:04:50 +0000 https://www.investmentexecutive.com/?p=485207 The regulator also wants to toughen enforcement and see better advice given at banks

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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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]]> SEC tightens robo exemption https://www.investmentexecutive.com/news/from-the-regulators/sec-tightens-robo-exemption/ Wed, 27 Mar 2024 17:52:48 +0000 https://www.investmentexecutive.com/?p=482831 Regulator aims to bolster investor protection, modernize rules

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]]> SEC alleges advisers engaged in AI-washing https://www.investmentexecutive.com/news/from-the-regulators/sec-alleges-advisers-engaged-in-ai-washing/ Tue, 19 Mar 2024 17:05:20 +0000 https://www.investmentexecutive.com/?p=482302 Firms allegedly made misleading statements about their use of AI in investing strategies

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