Jason Butler has urged advisers to concentrate their services on both life and financial planning rather than portfolio management because of the threat posed by robo-advisers.
Addressing the Personal Finance Society (PFS) Financial Planning Symposium in London, the Bloomsbury Wealth founder warned advisers they needed to be worried about robo-advisers because their propositions...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation