Jonathan Warren: Why the robo-advice threat won't go away

Some are claiming that robo-advice is becoming less of a concern for financial advisers, as indicated by research that took place at Intelliflo's Change the Game conferences.  It is hard to disagree with this viewpoint. Robo-advice models are formative, with the tag being adopted where most offer limited or no advice and focus on the construction and suitability of the portfolio. The Altus white paper, Artificial intelligence: the evolution of financial advice, highlights how the proportion of total assets people are willing to invest through a robo-adviser remains small, while 80% ci...