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Nest Wealth Asset Management Inc.
Chuck Grace; Andrew SartaCaso IVEY-9B17M114-EDirección estratégica, Iniciativa emprendedoraNest Wealth Asset Management Inc. (Nest) was a new Canadian robo-adviser based in Toronto. The company competed not only against large incumbents such as Canadian banks but also against other financial technology start-ups. In April 2015, Nest's main competitor had just aligned with a significant partner that had abundant financial resources and broad market access. Nest's chief executive officer needed to consider the best option for the company...Desde 8,20 €
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Robo-advisors to Humans: We Come in Peace
Chuck Grace; Romina MaurinoArtículo IVEY-9B18TA05-EIniciativa emprendedoraRobo-advisors and financial technology tend to evoke as much excitement as they do fear. But what if the best fintech applications could be used to help both advisors and clients? What if there were changes that could be implemented without a major regulatory overhaul? After sessions with thought leaders in 2017, the authors found that bankers, dealers, vendors, start-up executives, consultants, regulators, academics, students, and advisors all s...Desde 8,20 €