Andrew Martin: Growing your business with 'chatbot wizardry'

Can help close advice gap

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"‘Robo Advice Mark II', now freshly termed ‘automated advice', is finally being put to work by IFAs and employers alike." - Andrew Martin
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"‘Robo Advice Mark II', now freshly termed ‘automated advice', is finally being put to work by IFAs and employers alike." - Andrew Martin

Automated advice (and the chatbot wizardry) offers a route for IFAs to engage the next generation well before intergenerational wealth transfer begins, writes Andrew Martin

Here at Dunstan Thomas, we've been studying the increasing use of automated advice to support pension accumulation and at-retirement processes. I must thank Pete Connell of Wealth Wizards who provided...

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