Oakville Beaver, 4 Jan 2018, p. 24

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w w w .in si de ha lto n. co m | O AK VI LL E BE AV ER | Th ur sd ay , J an ua ry 4 , 2 01 8 | 2 4 Robo-advisor technology to be used by financial industry Evolving regulation and advanced tech­nology will change how investments are bought and sold. If you are an investor, this will affect you. Disclosure and transparency requirements in the financial services industry means more in­ formation will be collected from you and more disclosure will be provided to you. Buying an investment isn't as simple as it once was. Ultimately that is a good thing. Investors should have the beneft of safe­ guards. That amounts to greater information be­ ing communicated between the investor client and the fnancial advisor. However, this adds up to more time spent, both in the purchasing and management of the investments, and time is in short supply these days. In the digitally-connected world we live in to­ day experts say instant results are making us less patient. Data collected from a 2017 YouGov poll of 2,489 U.S. adults show 41 per cent of those sur­ veyed said that technology has made them more impatient than fve years ago. And this has a lot to do with customer experience. Investors want the beneft of more disclosure but want this process done as time eff ciently as possible. So does the advisor. Enter the ever-expanding world of FINTECH and REGTECH: fnancial and regulatory tech­ nologies. Robo-advisors provide digital fnancial advice or investment management, and have been gain­ ing popularity over the last several years. The initial market for the online software was the end investor -- those who preferred to man­ age investments on their own. The robo-advisor option was seen as a good solution for the do-it- yourself investors. Robo-technology is now targeting a new end- user: the fnancial advisor. One of Canada's mutual fund companies is using robo-advisor technology to launch a plat­ form for fnancial advisors who sell their funds. Peter Intraligi, president of Invesco Canada Ltd., released a statement saying one of his com­ pany's global priorities is to help fnancial advi­ sors navigate the changing environment of regu- Dollais & Sense Peter Watson Guest Contributor lation and technology. If technology can be used successfully by do- it-yourself investors, then why not incorporate those same benefts to augment the advisor-cli­ ent relationship? Industry regulation and technology have evolved. So have the habits of consumers. By having more effcient ways of doing busi­ ness, the fnancial service industry, and those who regulate it, will create an enhanced con­ sumer experience. -- submitted by Peter Watson. Peter Watson is an agent of, and securities products are provided by, Aligned Capital Partners Inc. (ACPI). ACPI is a member of the Investment Industry Regula­ tory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). 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