Hybrid advice – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Thu, 12 Dec 2024 21:32:13 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Hybrid advice – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 FCA aims to fill the advice gap for mid-market U.K. investors https://uat-phoenix.investmentexecutive.com/news/fca-aims-to-fill-the-advice-gap-for-mid-market-u-k-investors/ Thu, 12 Dec 2024 21:06:30 +0000 https://www.investmentexecutive.com/?p=498479 Younger investors less loyal, less trusting of advisors https://uat-phoenix.investmentexecutive.com/news/younger-investors-less-loyal-less-trusting-of-advisors/ Wed, 16 Oct 2024 15:43:36 +0000 https://www.investmentexecutive.com/?p=494871 To deliver value, financial planners must move beyond tech assumptions https://uat-phoenix.investmentexecutive.com/inside-track_/to-deliver-value-financial-planners-must-move-beyond-tech-assumptions/ Mon, 19 Aug 2024 20:00:35 +0000 https://www.investmentexecutive.com/?p=491323 Capturing the mass affluent wealth segment https://uat-phoenix.investmentexecutive.com/inside-track_/capturing-the-mass-affluent-wealth-segment/ Mon, 29 Jul 2024 20:00:20 +0000 https://www.investmentexecutive.com/?p=490115 Basic products, advice needed to boost investing: ESMA https://uat-phoenix.investmentexecutive.com/news/basic-products-advice-needed-to-boost-investing-esma/ Thu, 23 May 2024 17:21:19 +0000 https://www.investmentexecutive.com/?p=486403 CIRO sketches three-year strategic vision https://uat-phoenix.investmentexecutive.com/news/ciro-sketches-three-year-strategic-vision/ Thu, 11 Apr 2024 19:17:38 +0000 https://www.investmentexecutive.com/?p=483589 Financial advice from AI may be educational but not holistic, experts say https://uat-phoenix.investmentexecutive.com/news/financial-advice-from-ai-may-be-educational-but-not-holistic-experts-say/ Thu, 26 Oct 2023 19:39:16 +0000 https://www.investmentexecutive.com/?p=474125 The bridge to a hybrid advisor https://uat-phoenix.investmentexecutive.com/inside-track_/the-bridge-to-a-hybrid-advisor/ Mon, 28 Nov 2022 20:00:37 +0000 https://www.investmentexecutive.com/?p=456458 How leveraging tech supports advisors’ books https://uat-phoenix.investmentexecutive.com/inside-track_/how-leveraging-tech-supports-advisors-books/ Mon, 28 Feb 2022 20:00:26 +0000 https://www.investmentexecutive.com/?p=439859 UBS buys California robo advisor in digital advice push https://uat-phoenix.investmentexecutive.com/news/ubs-buys-california-robo-advisor-in-digital-advice-push/ Wed, 26 Jan 2022 21:44:42 +0000 https://www.investmentexecutive.com/?p=438283