Smart Money for Her incorporates specific assumptions into its goals-based platform
A report from BMO GAM looks at how the human and robo-advice channels have been affected
Report recommends creating an “innovation sandbox,” registry for third-party providers
Arrangement will allow Questrade customers to access INFOR Financial’s new issues
Human advisors could benefit from adopting a robo approach, report suggests
Aite Group estimates robo platforms will have $1.26 trillion in AUM by 2023
Company plans to explore new products, evolve advisor platform
The majority of millennial respondents would choose a human advisor over a robo
Ratings improved for regulators' support of innovation, but there's more work to be done
Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These platforms enable human advisors to devote more time to building client relationships