Why millennials are more inclined to use robos
A poll shows younger clients have less trust in advisors
Latest news in Technology
When tech tools are too good, clients may suffer
There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans
- By: Mark Burgess
- February 25, 2019 March 26, 2019
- 00:00
Majority of investors value working with human advisors: survey
Millennials place greater trust in robo-advisors, compared with older investors
- By: Staff
- February 21, 2019 February 21, 2019
- 10:15
Wealthsimple introduces premium service for wealthier clients
The service will be available to clients who invest more than $500,000
- By: Staff
- January 29, 2019 January 29, 2019
- 10:11
Virtual Brokers adopts Wealthscope tool
The partnership allows clients to aggregate their assets from other financial institutions
- By: Staff
- January 28, 2019 January 28, 2019
- 11:00
IA Financial introduces virtual assistant service
Clients can access financial planning tools using Google Assistant
- By: Staff
- January 17, 2019 January 17, 2019
- 10:33
iA adds savings, mortgage functions to mobile app
The new functions add to existing insurance and savings services
- By: Staff
- January 10, 2019 January 10, 2019
- 11:17
BMO payment tool wins digital innovation award
The pilot project is targeting a public launch for the fall
- By: Staff
- January 10, 2019 January 10, 2019
- 11:17
Dear Advisor.ca reader: We apologize for this week’s web troubles
You may have noticed fewer newsletters landing in your inbox this week, and fewer news stories populating our home page. We have been experiencing some…
- By: Staff
- December 6, 2018 December 21, 2018
- 15:02
Why banks are hiring hackers
The big banks are fortifying their defences as the frequency and sophistication of cyberthreats increases
- By: Armina Ligaya, The Canadian Press
- November 22, 2018 November 22, 2018
- 12:02
‘The algorithm made me do it!’
How AI could impact regulation, suitability and client interactions
- By: Mark Burgess
- November 21, 2018 November 21, 2018
- 14:12
How advisors can benefit from AI
Learning to delegate tasks and ask the right questions
- By: Mark Yamada
- June 18, 2018 September 21, 2018
- 00:00
Training: Not only for rookies
Veterans explain how they support new team members
- By: Katie Keir
- November 14, 2017 October 9, 2018
- 16:16
How to holistically stress test client portfolios
Go beyond the numbers
- By: Susan Goldberg
- October 13, 2017 September 7, 2018
- 00:16
How being an advisor affects personal financial goals
It can make goal-setting easier
- By: Michelle Schriver
- October 13, 2017 January 4, 2019
- 00:01
Banks to CSA: robos not ‘attractive alternative’ in event of commissions ban
Further regulatory action isn't yet needed, banks argue, so a ban would carry lots of risk
- By: Katie Keir
- June 19, 2017 September 7, 2018
- 09:59
Move over robos; cyborgs have arrived
Are cyborgs the future of advisory services?
- By: Staff
- May 12, 2017 September 7, 2018
- 07:59
Advisors must offer collaboration, convenience: IIAC
Industry changes call for advisors to help clients meet life objectives through value and convenience
- By: Staff, with files from The Canadian Press
- May 3, 2017 September 7, 2018
- 10:29
‘We’re not replacing advisors with robots’: National Bank on Nest Wealth deal
Why it's smart to invest in fintech, and why most firms are taking it slow
- By: Katie Keir
- April 27, 2017 September 7, 2018
- 08:00
How would you structure your practice differently?
Three advisors answer
- By: Michelle Schriver
- April 17, 2017 January 3, 2019
- 12:10
Time for advisors and robos to declare a truce
After all, research reveals investors want hybrid services
- By: Staff
- April 12, 2017 September 7, 2018
- 15:01
How to invest in the robotics revolution
Robots are expected to revolutionize physical labour, and more
- By: Simon Doyle
- March 10, 2017 September 7, 2018
- 00:00
How to stay relevant in the age of robos
Investment managers from BMO and Wealthsimple offered tips
- By: Simon Doyle
- February 16, 2017 September 7, 2018
- 11:01
Is your client cheating on you?
You know the signs: she won't return your phone calls and keeps cancelling meetings
- By: Staff
- January 26, 2017 September 10, 2018
- 13:01
5 ways your firm can adapt to change
Commit to improvement
- By: Staff
- December 12, 2016 September 7, 2018
- 10:41