Robo-advice has a long way to go to satisfy regulators' disclosure and suitability requirements, but advisers should view these fledgling services as an opportunity not a threat, argues Adrian Boulding
On May 21 the Financial Conduct Authority (FCA) reported on its findings from a review of seven automated online discretionary investment managers (ODIMs) and automated advice services providers - both...
Worth 'up to £2bn'
‘Complexities of NHS pension scheme’
'Typical' £1,755 referral fee
Programme launched in 2017