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...
Consistency and compliance vs. slower reaction time
Search for replacement to begin imminently
60+ £300bn ISA savings
Has technology moved on?
Total funds on list rise from 26 to 58