Scalable Capital's revelation that it is to offer £200 fixed-fee advice over the phone or face-to-face alongside its online proposition shows the firm has learnt lessons but, writes Tom Ellis, it also offers food for thought for financial advisers too
Note: To avoid confusion, when reading ‘robo-adviser' in this article please also read ‘online discretionary wealth manager', 'digital investment manager', 'digital wealth manager' or any other concoction...
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View from the front row
'No control or oversight'
359 new customers in 2018