robo-advisors – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 03 Oct 2023 15:01:55 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png robo-advisors – Advisor's Edge https://phoenix.advisor.ca 32 32 Robo platform for private market investments launching this week https://phoenix.advisor.ca/investments/alternative-investments/robo-platform-for-private-market-investments-launching-this-week/ Mon, 02 Oct 2023 18:35:19 +0000 https://www.advisor.ca/?p=231365 Toronto-based Obsiido plans to launch a service for advisors later this year

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]]> SEC sanctions firm over crypto hype https://phoenix.advisor.ca/news/industry-news/sec-sanctions-firm-over-crypto-hype/ Mon, 21 Aug 2023 19:47:45 +0000 https://www.advisor.ca/?p=229902 Robo-advisor violated rules when touting hypothetical performance

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]]> AI could make financial planning more accessible, suggest some in the sector https://phoenix.advisor.ca/news/industry-news/ai-could-make-financial-planning-more-accessible-suggest-some-in-the-sector/ Tue, 18 Jul 2023 16:55:04 +0000 https://www.advisor.ca/?p=228848 The focus is on serving younger, less knowledgeable clients

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]]> After the DIY surge https://phoenix.advisor.ca/my-practice/technology/after-the-diy-surge/ Fri, 31 Mar 2023 15:39:39 +0000 https://www.advisor.ca/?p=223766 Finding a place in the advice channel for do-it-yourself investors

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]]> How to prepare for the hybrid DIY future https://phoenix.advisor.ca/my-practice/technology/how-to-prepare-for-the-hybrid-diy-future/ Tue, 11 Oct 2022 17:08:20 +0000 https://www.advisor.ca/?p=214906 Digitization can provide product advice, but clients still want to talk to humans

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]]> DIY investors the most financially literate, finds OSC study https://phoenix.advisor.ca/news/industry-news/diy-investors-the-most-financially-literate-finds-osc-study/ Wed, 07 Sep 2022 17:17:29 +0000 https://www.advisor.ca/?p=213475 Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident

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