Technology

Wealthsimple expands to U.K. Fallback Image Decorative pattern

Industry

Wealthsimple expands to U.K.

After launching in the U.S. last year, Wealthsimple is now expanding into the U.K. Wealthsimple says an “invitation-only beta version” of the service is open in the U.K., which will launch in September. The robo-advisor now has more than 30,000 clients in Canada and the U.S. and $1 billion in assets under administration. It expanded […]

By Staff |June 22, 2017

1 min read

More than 400 advisors team up with new robo-advisor Fallback Image Decorative pattern

Industry

More than 400 advisors team up with new robo-advisor

Financial advisors at two MFDA firms now have access to Invisor CoPilot, a digital platform that can be used to offer clients portfolios made of ETFs and mutual funds. “We have already entered into agreements with some […] advisory firms and will be rolling out Invisor CoPilot to more than 400 of their advisors in […]

By Staff |May 16, 2017

1 min read

Strengthening fintech must be top priority, says report Fallback Image Decorative pattern

Industry

Strengthening fintech must be top priority, says report

But fragmented regulation is a challenge

By Staff |May 15, 2017

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Move over robos; cyborgs have arrived Fallback Image Decorative pattern

Industry

Move over robos; cyborgs have arrived

Are cyborgs the future of advisory services?

By Staff |May 12, 2017

1 min read