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...
'Rolling out the red carpet'
Three shifts in sector
PA's ESG Masterclass
But amount of money withdrawn down
Only engage with ethical companies
First AoV the firm has published