Robo-advice has been so wrongly defined that many advisers don't recognise the opportunities available to them if they tap into huge technological advances, writes Richard Ardron
At a recent conference I attended, advisers were asked, “What is the biggest opportunity to your business?” The options were under the categories of markets, products, legislation, consumers and technology....
100 new clients
Achievements, charity work and other happy snippets
Square Mile’s series of informal interviews
Partner Insight: The rise in demand for DFM and multi manager solutions has been largely driven by new mandates from the regulator, says James Bampton, head of UK intermediary distribution at Architas