Robo-advisors – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Tue, 03 Dec 2024 13:56:42 +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 Robo-advisors – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Robo advisor sanctioned over CFR shortcomings https://uat-phoenix.investmentexecutive.com/news/robo-advisor-sanctioned-over-cfr-shortcomings/ Tue, 03 Dec 2024 13:56:42 +0000 https://www.investmentexecutive.com/?p=497778 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 Wealthsimple reveals it’s profitable after 10 years in operation https://uat-phoenix.investmentexecutive.com/news/wealthsimple-reveals-its-profitable-after-10-years-in-operation/ Wed, 18 Sep 2024 12:44:54 +0000 https://www.investmentexecutive.com/?p=493000 DIY investors to advisors: It’s not you, it’s me https://uat-phoenix.investmentexecutive.com/news/diy-investors-to-advisors-its-not-you-its-me/ Thu, 29 Aug 2024 20:12:37 +0000 https://www.investmentexecutive.com/?p=491841 Advisor usage declines, CSA survey finds https://uat-phoenix.investmentexecutive.com/news/advisor-usage-declines-csa-survey-finds/ Fri, 28 Jun 2024 17:43:26 +0000 https://www.investmentexecutive.com/?p=488614 Trading games drive heavier, riskier activity: FCA https://uat-phoenix.investmentexecutive.com/news/trading-games-drive-heavier-riskier-activity-fca/ Thu, 20 Jun 2024 19:03:06 +0000 https://www.investmentexecutive.com/?p=488143 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 OSC to increase focus on DIY investors https://uat-phoenix.investmentexecutive.com/news/osc-to-increase-focus-on-diy-investors/ Fri, 03 May 2024 21:04:50 +0000 https://www.investmentexecutive.com/?p=485207 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 SEC tightens robo exemption https://uat-phoenix.investmentexecutive.com/news/sec-tightens-robo-exemption/ Wed, 27 Mar 2024 17:52:48 +0000 https://www.investmentexecutive.com/?p=482831