Randy Cass

Nest Wealth acquired by global top 100 fintech firm

Client onboarding and financial planning capabilities were key motivators

Are advisors failing the decumulation challenge?

As the greying of the population continues, planning for retirement income is more critical than ever

Why robo-advisor revolution isn't over

New conflict is brewing, warns wealth tech pioneer

Inside Nest Wealth's AI-powered approach to decumulation

Wealth Professional spoke to CEO Randy Cass about the organization's innovative new software module behind its 'living, breathing financial plans'

National Bank and Nest Wealth announce expanded partnership

Broader scope of commercial agreement will enable acceleration of bank's digital initiatives

Leading robo becomes exclusive platform for 5,000 HUB advisors

CEO tells WP he thinks the era of confrontation between advisors and robos is over

Capitalizing on robo-advisors to serve clients better

Robo-advisors automate key tasks so that human advisors can focus on adding value to their clients

Nest Wealth acquires Canadian software firm

Digital wealth management platform believes the new addition is a 'natural fit'

How Richardson GMP, Nest Wealth created great places to work

Many of Canada’s best-known financial services brands have been honoured in annual rankings

What to expect from the next five years of robo advisors

CEO of digital platform expects more financial planning, more products and more pressure on advisors to provide value