Knowledge Centre

Financial technology (fintech) – and robo-advice, in particular – may be disrupting the status quo in the financial services sector, but there are plenty of opportunities for financial advisors in using these technological innovations.

Case in point: Toronto-based Glidepath Portfolio Services Inc., the latest robo-advisor to launch in Canada, caters exclusively to financial planners. More specifically, the startup will partner with financial planners who wish to outsource the investment-management component of their clients’ accounts. Doing this will allow these advisors to focus on other financial planning aspects, such as budgeting, taxes and estate planning.

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