Investor advice platforms, at both the retail and institutional level, have evolved in recent years – from the use of classic literature to expanded services offered by brick-and-mortar firms. However, with the growth of app-induced innovation, various robo-advising platforms have taken the lead in providing investors with seamless, efficient, and cost-effective means of advice.

We previously addressed how M&A transactions may occur with fintech companies and traditional banks. However, in this post, we will explore how Canada’s fintech sectors have expanded in recent years and key considerations for wealth management firms looking to acquire or sell certain platforms.

What is

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