Andrew Martin: Growing your business with 'chatbot wizardry'

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 insights for this piece, which aims to capture how far things have improved since the early days of robo-advice. It's clear that ‘robo advice' has moved on a long way since its origin more than 10 years ago. Early articles on robo-advice indicated IFAs saw it as a trend which threatened their jobs. While regulators took a dim view of turning regulated advice over to the computers. Howeve...