Technology

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

By Mark Burgess |February 25, 2019

3 min read

Majority of investors value working with human advisors: survey

Millennials place greater trust in robo-advisors, compared with older investors

By Staff |February 21, 2019

2 min read

Wealthsimple introduces premium service for wealthier clients

The service will be available to clients who invest more than $500,000

By Staff |January 29, 2019

1 min read

Virtual Brokers adopts Wealthscope tool

The partnership allows clients to aggregate their assets from other financial institutions

By Staff |January 28, 2019

1 min read