The portfolios will replace Portfolio IQ robo-advisor accounts
The platform’s options include five globally diversified investment funds
Automatic service works with most Canadian credit and debit cards
TD Bank plans to launch a direct access digital advisor service using a platform developed by The Hydrogen Technology Corp.
No need for immediate regulatory action, regulators say
Users will have access to unlimited trades of more than 8,000 publicly traded stocks and ETFs
Report says volume of VC and private equity investment combined with M&A activity in the sector reached unprecedented heights
B2B service could become the driver of Wealthsimple’s business
By removing friction, adding convenience and changing the value proposition, you can protect your practice from the growing influence of robo-advisors
The digital wealth platform lets advisors onboard, engage and manage their clients more efficiently