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Rather than being risk-profiled online by a computer, clients can access over-the-phone, streamlined financial advice from a real human being.
Vanguard and M&G have recently set out their stalls in the ‘hybrid’ market - simple advice delivered online or over the phone by real human beings. Tom Ellis asks whether this new trend is going to succeed where other advice gap plugs have so far failed...
Since I entered the world of financial advice back in 2016 as a journalist at Professional Adviser and got to the grips with this complex world, robo-advice has always been predicted to play a big ...
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