Retail Brokerage and Distribution Report Winter 2015

Robo-advice Tweaks the Delivery Paradigm For the past several years, new business models and new approaches to 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 feature delves into the development of the online advice realm and details the current spectrum of tools and options available to investors in Canada. This is an important read for distributors and manufacturers alike, who are looking to better understand the context in which ‘robo-advice’ has emerged in the Canadian distribution paradigm