What is the future for Robo Advisors?

Canada’s best known Robo Advisor’s founder was full of enthusiasm in 2017 at the opportunity to disrupt the mutual fund distribution business. This included financial advisors and the big five banks that distribute funds through their branch network. Disruption then, and now, is the dream of many entrepreneurs who try and take innovative technology methods […]

Digital technology – The future of financial advice in Canada

Will your financial advisor become obsolete and be replaced with a robo-advisor? Last November, the Ivey Business School researched digital technology in the financial industry and released a report titled “Financial Advice in Canada: A Way Forward”. The conclusions were reached by engaging a broad range of financial service participants who gave their views on […]