Adviser communications and services platform Adviser Home has teamed up with automated investment provider Munnypot to offer an automated advice service to advisers.
The service is aimed at helping advisers expand their reach and create an outsourced solution for existing clients who may not need face-to-face services. Munnypot would take on full regulatory responsibility...
Robo-advisers manage £1.7bn in total
Closing in 2020
Second of five videos with Cazenove Capital’s DFM team
Why the flow to passives?