Keyword: Robo-advisors

265 results found
AI technology

Automated advice optimizes debt management, FCA finds — if consumers let it

Firm touted lack of fees while making money on investors' cash holdings

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Regulator details its compliance review priorities for the year ahead

client meeting

A report from Greenwich says technology makes investing more accessible but no less complex

Wealthfront acquired for US$1.4 billion in cash

virtual regulation

The regulator's reviews uncovered deficiencies at most firms examined

Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round

  • By: IE Staff
  • July 27, 2021 July 27, 2021
  • 11:13

Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO

One in four clients reported having at least one problem with their firms over the past 12 months

The new capital comes from leading venture funds and celebrities including Drake and Michael J. Fox