Robo-advisors – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Wed, 07 Sep 2022 17:17:32 +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 DIY investors the most financially literate, finds OSC study https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/diy-investors-the-most-financially-literate-finds-osc-study/ Wed, 07 Sep 2022 17:17:32 +0000 https://www.investmentexecutive.com/?p=450834 Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident

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]]> Robo advice shines for borrowers: study https://uat-phoenix.investmentexecutive.com/news/research-and-markets/robo-advice-shines-for-borrowers/ Tue, 30 Aug 2022 19:39:57 +0000 https://www.investmentexecutive.com/?p=450462 Automated advice optimizes debt management, FCA finds — if consumers let it

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]]> SEC scolds Schwab over robo disclosures https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/sec-scolds-schwab-over-robo-disclosures/ Mon, 13 Jun 2022 17:45:54 +0000 https://www.investmentexecutive.com/?p=446281 Firm touted lack of fees while making money on investors' cash holdings

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]]> Trading apps, finfluencers, crypto to face SEC scrutiny https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/trading-apps-finfluencers-crypto-to-face-sec-scrutiny/ Thu, 31 Mar 2022 18:30:34 +0000 https://www.investmentexecutive.com/?p=441925 Regulator details its compliance review priorities for the year ahead

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]]> DIY trend seen fuelling demand for advisors https://uat-phoenix.investmentexecutive.com/news/research-and-markets/diy-trend-seen-fuelling-demand-for-advisors/ Tue, 22 Feb 2022 20:51:48 +0000 https://www.investmentexecutive.com/?p=439828 A report from Greenwich says technology makes investing more accessible but no less complex

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]]> UBS buys California robo advisor in digital advice push https://uat-phoenix.investmentexecutive.com/news/industry-news/ubs-buys-california-robo-advisor-in-digital-advice-push/ Wed, 26 Jan 2022 21:44:42 +0000 https://www.investmentexecutive.com/?p=438283 Wealthfront acquired for US$1.4 billion in cash

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]]> SEC finds pervasive problems at U.S. robos https://uat-phoenix.investmentexecutive.com/news/from-the-regulators/sec-finds-pervasive-problems-at-u-s-robos/ Fri, 12 Nov 2021 17:44:28 +0000 https://www.investmentexecutive.com/?p=433653 The regulator's reviews uncovered deficiencies at most firms examined

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]]> Former Google CFO joins Wealthsimple’s board https://uat-phoenix.investmentexecutive.com/news/people/former-google-cfo-joins-wealthsimples-board/ Tue, 27 Jul 2021 15:13:14 +0000 https://www.investmentexecutive.com/?p=426059 Patrick Pichette is a partner with Inovia Capital, which participated in Wealthsimple’s latest fundraising round

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]]> RBC Direct Investing launches trading dashboard https://uat-phoenix.investmentexecutive.com/news/industry-news/rbc-direct-investing-launches-trading-dashboard/ Fri, 25 Jun 2021 18:33:07 +0000 https://www.investmentexecutive.com/?p=424417 Younger Canadians flocking to online investing represents a "generational shift," says RBC DI president and CEO

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]]> Investors experiencing service issues at online brokerages: J.D. Power study https://uat-phoenix.investmentexecutive.com/news/products/investors-experiencing-service-issues-at-online-brokerages-j-d-power-study/ Thu, 27 May 2021 16:31:49 +0000 https://www.investmentexecutive.com/?p=422429 One in four clients reported having at least one problem with their firms over the past 12 months

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