Randy Cass

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

Robo advisor RRSP stats a 'wake-up call' to firms

Nest Wealth survey shows more people view digital wealth solutions as the answer – and CEO says industry needs to pay attention

Can digital group RRSP plan reduce employee stress?

Online platform CEO explains how eye-opening research led to creation of new product

'No one was trying to make the industry better'

Founder of leading digital investment platform on why this is the best time to be an investor

We can increase advisors' value, says Nest Wealth founder

Industry at challenging time in its history, according to digital platform chief

'Robo-advisor better at protecting clients during downturn'

CEO explains why actively timing the market does clients a disservice