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Robo-advisers can offer hands-on advice too
Make way for the Robo Generation
Would you use a robo-advisor?
Borrowing today for a better tomorrow
February 15, 2019
Personal Investor: Investors can be their own worst enemies
February 8, 2019
CI Financial completes acquisition of WealthBar
January 23, 2019
Cognitive biases may keep clients from investing intelligently
January 23, 2019
How to put $500 back in your pocket every month
January 22, 2019
The smartest places to invest your money at 30 and 60
January 21, 2019
Most important step to improving your finances
January 21, 2019
CI Financial eyes growth with WealthBar acquisition
December 14, 2018
WealthBar targets growth in maturing robo market
December 11, 2018
RBC launches online robo-adviser platform for investors after year-long pilot project
November 29, 2018
Women in Wealth Management award winners announced
November 22, 2018
How women manage wealth and thrive at male-dominated advisory firms
November 15, 2018
Three ETFs to hold for retirement
October 10, 2018
Never too soon to open RESP for your child
September 29, 2018
Know your tolerance for a market downturn and stay calm when it hits: experts
September 14, 2018
Business in Vancouver’s 2018 Forty under 40 winners announced
September 13, 2018
Fintech: the banking sector’s new battleground
September 10, 2018
Robot vs. human: When you should invest with robo advisors
July 26, 2018
Reverse mortgage: Is this the solution if you retire cash-poor?
July 17, 2018
CFA Institute introduces cryptocurrency to curriculum
July 17, 2018
Advisors must redefine their value propositions
July 1, 2018
Vanguard low-cost ETFs now available on PPI Valet, powered by WealthBar
June 27, 2018
Scam or security? Mortgage protection plan still confusing home buyers
June 22, 2018
Independent advisors are finding their way in a changing business environment
June 19, 2018
"Seamless" shopping will have huge impact on jobs, social contact
June 14, 2018
Canadian real estate investment is missing an ingredient
June 7, 2018
Wealth Professional Awards winners revealed
May 31, 2018
'Our robo platform is built for rockier markets'
May 31, 2018
An investor's guide to robo-advisors 2018
April 29, 2018
Investors are making a difference with their portfolios
April 20, 2018
Ways to use your tax refund productively
April 5, 2018
ETFs that make the most of market volatility
February 22, 2018
Can you trust your retirement savings to a robot?
February 20, 2018
Even more rookie mistakes that seasoned investors make
February 16, 2018
How should investors handle the choppy ride?
February 12, 2018
WealthBar launches new robo-advisor service
February 6, 2018
WealthBar and PPI launch PPI Valet
January 25, 2018
RRSP or TFSA: everything you need to know about investing in 2018
January 17, 2018
3 rookie mistakes that seasoned investors still make
January 9, 2018
Retirement is becoming a self-serve item, too
December 4, 2017
How to run a growing business while raising a baby
December 1, 2017
The best time to start CPP —if you don’t know when you will die
November 21, 2017
Robo-help for companionship, brain teasers or financial advice
November 21, 2017
Artificial intelligence – coming to an advisor near you
November 16 2017
RBC to launch robo-adviser business, will use its own ETFs
November 15, 2017
How WealthBar’s chief investment officer is preparing for higher interest rates
November 15, 2017
BIV on Roundhouse October 30: Supporting women in the workforce
October 30, 2017
WealthBar introduces cleantech option
October 24, 2017
Build a quality portfolio – don’t change it based on the headlines
October 20, 2017
Need financial advice? If so, watch out for advisor-client mismatch
October 19, 2017
Gig economy worker? Consider these investing strategies
October 19, 2017
Pooled funds bring lower fees for high-net-worth investors
October 5, 2017
Business in Vancouver’s 2017 Forty under 40 winners announced
September 14, 2017
Making the most out of RESPs
August 29, 2017
Taking money out of an RESP? Beware of the taxman
August 29, 2017
Redefining robo-advisor partnerships
August 29, 2017
Paying for education
August 24, 2017
Canadian families can use an RESP to offset big tuition hikes
August 22, 2017
Ce que nous avons appris de nos 1 000 premiers clients.
August 9, 2017
Première entente canadienne entre un conseiller-robot et une agence d’assurance
August 4, 2017
PPI et WealthBar s'associent et lancent une plateforme de conseils automatisés
August 2, 2017
PPI and WealthBar team up to provide robo-advice platform to advisors
August 2, 2017
PPI advisors to partner with WealthBar
August 2, 2017
PPI, WealthBar team up to give insurance advisors access to investments
August 1, 2017
What WealthBar's Tea Nicola learned from the company's first 1,000 customers
June 22, 2017
BMO official Kevin Gopaul tapped as next CETFA chair
June 21, 2017
To retain clients, think half-human, half-robot
April 21, 2017
Tax-free education savings: The ABCs of RESPs
April 21, 2017
A robo-adviser's best defense against cyber threats? The in-house hacker
May 15, 2017
Les conseillers-robots racontés par deux utilisateurs
May 15, 2017
TFSAs are a great tool for millennial savers and investors
May 15, 2017
For the wealthy, carrying a mortgage is part of the strategy
April 21, 2017
Don't let the drumbeat of Trump news headlines fake you out
April 12, 2017
How to end the bank scandals with better data
April 11, 2017
Startup son and financial guru father to share insights at ACG’s anticipated annual event
March 28, 2017
TSX-V’s new boss sets sights on millennial money
March 24, 2017
Four dead-simple solutions for DIY investors
March 24, 2017
Robo-advisers educating clients to survive bear market
March 6, 2017
Robo-advisers gain in popularity even as soaring markets skew expectations
March 6, 2017
RRSP season puts spotlight on low-cost investing
March 2, 2017
Today in company updates: LANDR, WealthBar, Dream Payments
March 2, 2017
Canadians investing in ETFs
February 28, 2017
How robo-advisers are changing the way financial planning gets done
February 23, 2017
WealthBar now a CETFA member
February 23, 2017
Robo-advisers take aim at high-net-worth clients
January 22, 2017
Robo-advisers take aim at high-net-worth clients
January 10, 2017
Robo Advisors A Touch More Human In Canada
December 29, 2016
Robo-investing firms serve millennials – and their parents
December 28, 2016
Robo-advisors vs. Couch Potato investing
December 21, 2016
Investors resist it, but simplicity is better
December 9, 2016
Shopping for stocks? How to avoid a dud
September 15, 2016
How banks are making friends with Fintech
August 29, 2016
Investors paying “staggering” fund fees, says robo-advisor chief
July 22, 2016
Investment statements to lay bare how portfolios are faring, adviser costs
July 14, 2016
Fintech enters RRSP space with low-cost option
July 8, 2016
Robo-advisor now offers group RRSPs
July 7, 2016
WealthBar Pioneers Online Full-Service, Low-Cost Group RRSP
July 7, 2016
Would you use a robo-advisor?
June 7, 2016
WealthBar Raises $5.5M to Build on it's Personalized Client Experience
May 12, 2016
Innovative Online Investment Service Raises $5.5M in New Funding
May 10, 2016
How millennials are forcing financial firms to rethink retirement
February 29, 2016
How robo-advisers are changing the way financial planning gets done
February 23, 2016
Two kinds of low-fee funds which is better for you?
February 21, 2016
Mon courtier est un robot… et je l’aime!
February 20, 2016
WealthBar Expands Its Innovative Investment Technologies to Francophone Canadians
February 16, 2016
WealthBar étend ses technologies d'investissement innovatrices aux Canadiens francophones
February 16, 2016
Millennials fuelling growth of robo-advisers’ RRSP businesses
February 15, 2016
As wealthier turn to robo investing were sure to follow
February 10, 2016
ETF pioneer Atkinson joins WealthBar board
November 13, 2015
WealthBar Appoints Howard Atkinson to Advisory Board
November 13, 2015
WealthBar Partners With Nicola Wealth Management to Open Private Management
June 24, 2015
Vancouver ‘robo-advisor’ gives financial advice without the cost and emotion
February 26, 2015
Fee-based advisor can no longer discount these competitors
February 25, 2015
Robo-adviser offers average investors access to pooled funds
February 22, 2015
Investors love low-cost ETF investing services
February 5, 2015
Make way for the Robo Generation
February 4, 2015
WealthBar: un robot-conseiller à votre service
January 22, 2015
WealthBar brings robo-advisor model to all provinces
January 5, 2015
ETF pioneer Atkinson joins WealthBar board
November 13, 2015
WealthBar brings the robo-advisor model to all provinces
January 5, 2015
Robot wars: Four portfolio managers are put to the test
November 6, 2014
WealthBar online portfolio manager launches
November 5, 2014
WealthBar makes personal finance easier
November 5, 2014
Robo-advisers can offer hands-on advice, too
October 17, 2014
Build an ETF portfolio - with an adviser's touch
September 10, 2014
Evolution of the Canadian 'robo-advisor' industry
August 25, 2014
Les robots arrivent in images
Feburary 2, 2014
Full Stack announces WealthBar funding
September 24, 2013
Geek Speak: Tea Nicola, Vancouver chapter lead for Ladies Learning Code
October 12, 2012
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