Robo advice 2.0 (or how to resist the temptation of a marshmallow)

'Timely financial advice changes lives'

clock • 4 min read

Roger Brosch talks robo advice in his latest column for PA. Here he explains why he is pinning his undiminished hope on a new breed of digital and hybrid solutions...

When you see first-hand the transformative impact good financial advice can have on someone's life, you can't help but become a little bit evangelical about it. Timely financial advice changes lives. And I have always been of the view that the more lives it can positively impact, the better society would be. So, I watched with keen interest - and a great deal of hope - when robo advice was first heralded as the answer to the commercial conundrum of cost-effectively bringing advice to the masses. Twelve years later, and my hope hasn't diminished. Nor has my firm belief that everyone...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

RBC Brewin Dolphin expands MPS range

RBC Brewin Dolphin expands MPS range

Seven risk-rated portfolios combine active and passive strategies

Sahar Nazir
clock 23 June 2025 • 1 min read
Why Gen Z still trusts financial advisers in the age of finfluencers

Why Gen Z still trusts financial advisers in the age of finfluencers

A digital generation with a human touch

Sahar Nazir
clock 23 June 2025 • 4 min read
AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

Sahar Nazir
clock 23 June 2025 • 2 min read