The Voice of Canadian Credit Unions
Finance / Technology /  •

Game changer?

Here’s what 150 Canadian advisers surveyed reported

47%

Robo-advisers are a threat to their business model

46%

Robo-advice will permanently change the financial-advice sector

78%

Investors may unplug from robo-advice in a severe bear market in favour of one-on-one service

Read our feature: Why robot?

15%

Expected annual growth of their businesses in the next year

64%

Millennials are important to business growth

76%

More younger clientele equals faster growth

 

Source “2015 Global Survey of Financial Advisors,” Natixis Global Asset Management