We’ll talk to financial expert Barry Choi about how to save on the big day. And MoneyZen’s Manisha Thakor on how to ask for a raise. She argues these programs can sometimes actually hurt, not help.
We’ll talk to author Meriflor Toneatto about her book “Money Manifestation and Miracles.” Then, we’ll get the dirt on loyalty rewards programs with financial journalist Kerry K. But earning 75 cents on the dollar can make that difficult. When women are financially empowered, they become change makers. Investors also pay the underlying fees of the funds they. Money Miracles: How Women Can Transform Their Relationship With Money Invisors fees start at 0.6 per cent for the first 100,000 of assets invested, and drops to 0.30 per cent for accounts over 500,000. and Wealthsimple Financial Inc., both based in Toronto, launched their own advisor-focused platforms in 2016.We talk to Melissa Leong about whether technology is making it easier to overspend. Invisor is not the first robo-advisor firm to launch a platform for financial advisors. “If a client goes through the experience and buys insurance directly through us, we would be open to sharing that revenue with the advisory firm,” says Udiaver, adding that the fintech company would also refer clients back to advisors who are looking for different insurance products. Read: Robo-advisor begins selling life insurance In addition to portfolio management, Invisor CoPilot clients in Ontario and Manitoba will also have access to term life insurance policies of up to $500,000 through Invisor’s new digital insurance platform, which was announced last week. The platform, however, is only available to those advisors in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, and Quebec. Invisor CoPilot is currently being rolled out to 400 advisors at two national firms licensed with the Mutual Fund Dealers’ Association of Canada (MFDA). Firms would pay a monthly licensing fee to access Invisor CoPilot. If requested, however, Invisor can also construct and manage the portfolio on the white-label platform. Invisor would handle the technology behind that process and take care of rebalancing the portfolio. In terms of the white-label offering, the platform would use the advisory firm’s branding, and portfolios would be built based on the firm’s own model portfolios and risk assessment.
To use the Invisor CoPilot platform, clients pay an investment management fee of 0.4% as well as a fee set by the advisor based on the level of service provided.
“Our goal is to make the financial plan real time and front and centre of the client experience,” says Udiaver.
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“That way, free up a lot of their portfolio management and administration time,” says Pramod Udiaver, Invisor’s CEO, “and focus more on existing clients, providing more services to them and expanding their reach.”Īs part of the Invisor CoPilot interface, clients will have access to Invisor’s goal planning and tracking solution, InvisorGPS, which allows clients and advisors to view an aggregate of a client’s financial position. Advisors will have the ability to view the client’s Invisor account through a secure dashboard. Once completed, Invisor will construct and manage a portfolio for the client, which can include ETFs and mutual funds. The client can do this his- or herself, or the advisor can walk the client through the online onboarding process. In the case of a referral, an advisor can send an invitation to the client via email to sign up with Invisor. Invisor CoPilot allows financial services firms and their advisors to outsource the investment management portion of their client relationships through a referral to the financial technology (fintech) start-up, or they can use the platform as a white-label solution.
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