Robo-advice can be an appropriate entry point for future clients and could help fill the advice gap but it also opens the market to the risk of systemic failure, Personal Finance Society (PFS) chief executive Keith Richards has warned.
Speaking at today's 'Robo Advice - Threat or Opportunity' conference, co-hosted by the PFS and the European Financial Planning Association, Richards (pictured) argued digital advice propositions and automation...
Re-platforming went well
Adviser tech platform Advicefront has integrated with Intelliflo’s business management software Intelligent office (iO).
Users of Intelligent Office
44% do not think technology will solve problem
Still under-serviced area of sandbox
Clients are like family
'Regulatory failures' during FCA tenure
Legal battle ongoing