Firm now shifts its focus to transitioning to a pure play wealth management business
The new platform will expand the firm's offering
Insights into the wealth management firm's next steps
Offering includes wealth management advice
Firms that leverage their brand and technical capabilities have big growth opportunities
The robo-advisor will use the funding to develop new products and evolve its B2B platform
Retail banking losses were offset by wealth management gains
The deal for RPM Technologies is valued at approximately US$300 million
Advisors can fall prey to the same biases as clients
The wealth management and life insurance segments also saw smaller gains