Client onboarding and financial planning capabilities were key motivators
As the greying of the population continues, planning for retirement income is more critical than ever
New conflict is brewing, warns wealth tech pioneer
Wealth Professional spoke to CEO Randy Cass about the organization's innovative new software module behind its 'living, breathing financial plans'
Broader scope of commercial agreement will enable acceleration of bank's digital initiatives
CEO tells WP he thinks the era of confrontation between advisors and robos is over
Robo-advisors automate key tasks so that human advisors can focus on adding value to their clients
Digital wealth management platform believes the new addition is a 'natural fit'
Many of Canada’s best-known financial services brands have been honoured in annual rankings
CEO of digital platform expects more financial planning, more products and more pressure on advisors to provide value