Direct Indexing Sets Canada In Its Sights
- Date:June 09, 2021
- Author(s):
- Daniel Gonzalez
- William Trout
- Report Details: 4 pages, 5 graphics
- Research Topic(s):
- Wealth Management
- Digital Wealth
- PAID CONTENT
Overview
Direct indexing is a focal point for digital wealth innovation in the United States. Canadian banks and other wealth managers need to embrace this disruptive investment strategy to provide a more personalized client experience and fend off incursions by U.S. competitors.
Companies Mentioned: Bank of Montreal (BMO), Canadian Imperial Bank of Commerce (CIBC), Charles Schwab, Facebook (only glancingly), Interactive Brokers, National Bank of Canada, Parametric Portfolio Associates, Power Corporation, Questrade, Royal Bank of Canada (RBC), Scotiabank, TD Bank, Wealthsimple
Learn More About This Report & Javelin
Related content
Art Meets Fintech: Curating the Future of Wealth Management
The world of art collecting and investment, once the province of ultra-high-net-worth investors, is being made more accessible by a range of fintechs offering a variety of ownershi...
T+1: Balancing Efficiency, Risk, and Global Coordination
As the United States implements a T+1 settlement cycle in securities transactions, the country is poised to achieve a significant milestone. Successful preparation for the cycle, w...
Financial Planning Platforms Get Savvy
Pressure is mounting for tech vendors that cater to registered investment advisors to grow market share while the pool of financial advisors remains relatively static. In tandem, t...
Make informed decisions in a digital financial world