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Hybrid advice creates opportunities, but also client retention problems

Wealth management firms need to develop a ‘progression pathway’ from digital to human advice ....

United States , Kevin Spraggs , Roger Portnoy , Objectway Ltd , Log Increate Free , Globe Advisor , Investor Economics , North America , Robo Advisor ,

Italian financial software firm buys Nest Wealth

Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand ....

Randy Cass , Roger Portnoy , National Bank , Nest Wealth , Nest Wealth Pro , Middle East ,