robo-advisors

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Industry News

Fintechs lead DIY investor satisfaction but don’t count human advisors out: survey

Wealthsimple ranked the highest in overall satisfaction among DIY investors, followed by Questrade

By The Canadian Press |April 2, 2026

2 min read

Gamification that’s good for investors Gamification that’s good for investors

Industry

Gamification that’s good for investors

OSC report highlights how games can encourage good decisions by investors

By James Langton |February 3, 2026

2 min read

Client review meetings are advisors’ chance to stand out in the age of AI Client review meetings are advisors’ chance to stand out in the age of AI

Planning and Advice

Client review meetings are advisors’ chance to stand out in the age of AI

Centre the client experience, rather than investments, senior advisors recommend

By Noushin Ziafati |December 31, 2025

6 min read

Robo advisor sanctioned over CFR shortcomings Robo advisor sanctioned over CFR shortcomings

Regulation

Robo advisor sanctioned over CFR shortcomings

Compliance sweep in 2022 found WealthBar wasn’t meeting new standards

By James Langton |December 3, 2024

2 min read