Robo-Advice Tweaks the Delivery Paradigm
Fintech and “robo-advice”: This special report from Investor Economics distribution team examines the impact of the emergent online financial advice models on the incumbent advice-givers. This report is an important read for wealth management distributors and manufacturers who are looking to understand both direct and indirect impacts of the emergence of the “robo-advice” models in North America on the traditional investment product distribution channels.
For the past several years, new business models and new approaches to financial advice delivery have been emerging, both in Canada and across the world. Leveraging technology has been, and will continue to be, an important theme across the distribution landscape. This research report delves into the development of the online advice realm and details the current spectrum of tools and options available to investors in Canada. For more information contact Daniel Bederman at Daniel@iei.ca.