Robo-advice is being seen as less of a threat to advisers than it has in recent years, according to Intelliflo, although large product providers going direct to clients remains a significant worry.
When asked what they viewed as the biggest threat to their business, a third (33%) of the 419 advisers surveyed by the back-office software provider responded with ‘product providers going direct', while...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions