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Wealth Management Platform Market Size to Reach US$ 15.8 Billion by 2032 Due to Rising Demand for Comprehensive Financial Solutions | Research by SNS Insider
15 juil. 2024 13h48 HE | SNS Insider pvt ltd
Pune, July 15, 2024 (GLOBE NEWSWIRE) -- Wealth Management Platform Market Size & Growth Analysis: “According to SNS Insider Research, The Wealth Management Platform Market size was recorded...
Lancement partout au
Lancement partout au Canada de la plateforme de conseiller-robot destinée aux conseillers indépendants
25 janv. 2018 09h00 HE | WealthBar; PPI
VANCOUVER, Colombie-Britannique, 25 janv. 2018 (GLOBE NEWSWIRE) -- Les conseillers indépendants des quatre coins du Canada disposent d’un nouveau moyen d’offrir des options de placements améliorées...
Robo-advisor platfor
Robo-advisor platform launches across Canada for independent advisors
25 janv. 2018 09h00 HE | WealthBar; PPI
VANCOUVER, British Columbia, Jan. 25, 2018 (GLOBE NEWSWIRE) -- Independent advisors across Canada now have a new way to deliver enhanced investment options to their clients. Robo-advisor WealthBar...
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New Campaign Encourages Millennials To Take Part In A Moment Of Social Silence On Twitter and Facebook This Remembrance Day
10 nov. 2017 08h00 HE | Camp Pacific
VANCOUVER, British Columbia, Nov. 10, 2017 (GLOBE NEWSWIRE) -- Since 1918, people everywhere have honoured fallen soldiers with a moment of silence on Remembrance Day. Creative Agency, Camp Pacific,...
WealthBar et PPI annoncent la toute première entente entre un conseiller-robot et une agence d'assurance au Canada
01 août 2017 09h00 HE | WealthBar;PPI
VANCOUVER, CB--(Marketwired - 1 août 2017) - Pour la toute première fois au Canada, WealthBar et PPI proposent une nouvelle plateforme qui permet aux conseillers de PPI d'offrir un vaste éventail...
WealthBar and PPI announce first-to-market agreement in Canada between a robo-advisor and an insurance advisory
01 août 2017 09h00 HE | WealthBar;PPI
VANCOUVER, BC--(Marketwired - August 01, 2017) - In a first for Canada, WealthBar and PPI are providing a new platform that lets PPI advisors deliver a far-ranging suite of investment options."Our...
WealthBar touts hard questions investors can ask their financial adviser
24 mai 2017 09h00 HE | WealthBar
VANCOUVER, BC--(Marketwired - May 24, 2017) - In the spirit of 'Putting Investors First Month' inaugurated by the CFA Institute, a global association of investment professionals, WealthBar is...
WealthBar First Robo-Advisor in Canadian ETF Association
22 févr. 2017 09h00 HE | WealthBar
VANCOUVER, BC--(Marketwired - February 22, 2017) - Pioneering online portfolio management platform, WealthBar, has joined the Canadian ETF Association (CETFA). This marks the first time a...
Meet the New WealthBar: Robo-Advisor Reveals Its Human Side
01 févr. 2017 09h00 HE | WealthBar
VANCOUVER, BC --(Marketwired - February 01, 2017) - After two years helping thousands of Canadians invest better, wealthbar.com, one of Canada's leading full-service online wealth managers, has...
Bilan biennal : WealthBar franchit le cap des 100 M$ en investissements en ligne
10 janv. 2017 09h00 HE | WealthBar
VANCOUVER, BC--(Marketwired - 10 janvier 2017) - L'une des jeunes entreprises de technologie financière (" fintech ") ayant la plus forte croissance au Canada a atteint l'étape des 100 M$. WealthBar...