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...
‘Gareth Southgate Wealth Management’
Questions raised over govt role in dashboard
PA Awards deadline is 28 September