Advisory firms' user experience and the picnic problem

It's PA roadshow time. My co-manager – Alex Paget - and I are looking forward to meeting PA readers up and down the country. This time we're going to be talking about your firm's user experience. Why? With the next generation of robo-advisers likely powered by dramatically improved artificial intelligence (AI), competition in adviser world is set to heat up. And in your part of the industry, like mine, the firms who provide the best experience for their users are the ones who will survive and thrive. We'll be covering a few aspects of this in our talk, but I'd like to focus on o...