Technology

Why millennials are more inclined to use robos

A poll shows younger clients have less trust in advisors

By Staff |March 1, 2019

2 min read

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

3 min read

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

2 min read

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

1 min read