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....
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till