Advisers' use of technology and robo-advice are separate issues and commentators touting the end of traditional advice should be careful to distinguish between the two, a technology expert has said.
Robo-advice does not pose a threat to face to face advice and the industry needs to be careful about labeling it as such, direct to consumer investment firm Willis Owen managing director Jason Chapman...
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Plans for 2021
Downstream buy-out programme
'Rolling out the red carpet'
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers