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As the advisory business continues its march into the digital realm and robo-advisors become less of a niche product, Julie Barker-Merz has been at the forefront of BMO’s emergence in this area. Over the past three years as president of BMO InvestorLine, she has led the discount brokerage in its quest to become the top digital platform in Canada. As the first of the big five Canadian banks to offer robo-advisors, BMO has hung its hat on the evolution of the industry. The bank’s online investing service, adviceDirect, in combination with SmartFolio (which provides BMO ETFs managed by BMO managers), provides additional evidence of the institution’s clear commitment to innovation.
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