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Help define a way forward for financial advice in Canada

Jan 29, 2018

Robo-advisor white paper

The very mention of robo-advisors seems to strike fear in the heart of the financial services industry, and comes with a popular narrative that suggests these are actual robots that not only look like humans, but are here to take their jobs. 

But a group of Ivey researchers has found that this is simply not true.

In a recent publication, the group aspires to define the role of digital technology or “robo-advisors” in financial planning and the framework for this “Next Gen Digital Advice.” Read the paper and share your feedback with

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