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Latest from the Invisor Blog!

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A Step-By-Step Guide to Improving Your Finances in 2017
January 18, 2017

Now that the New Year has come and gone, it's time to start thinking about how you are going to improve yourself in 2017. Maybe you want to return to a regular gym habit or start eating healthier, but have you considered making a commitment to improving your finances first?

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Why Should I Care About CRM2?
January 11, 2017

Last year, regulators announced the Client Relationship Model - Version 2 (CRM2), which included a key requirement that financial advisors explicitly disclose all investment fees charged to clients. The regulation, which went into force in July 2016, is required to be implemented by all financial advisors by January 2017.

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Invisor in the News


Invisor adds financial planning elements to robo-advisor
Thursday, January 5, 2017 | By Christian Charest | Morningstar

Robo-investing firms serve millennials – and their parents
Wednesday, December 28, 2016 | By Guy Dixon | The Globe and Mail

The everyman investor
Wednesday, December 28, 2016 | By Priya Ramanujam | Mississauga.com

Robo advisers will expand beyond investing to insurance & lending
Tuesday, November 29, 2016 | Financial Independence Hub

The Fintech Five
Wednesday, November 30, 2016 | By Rob Lewis | Techvibes

Robo-advisor introduces client tool to encourage financial planning
Tuesday, November 22, 2016 | By Fiona Collie | Investment Executive

Invisor CEO Pramod Udiaver wants to bring financial planning advice to all
Tuesday November 1, 2016 | By Priya Ramanujam | Canadian Immigrant

Could online advisors solve HR challenges?
Monday, October 24, 2016 | HRM Canada

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