No matter how it may be portrayed, warns Chris Davies, 'auto-adviser' technology is not magic and requires scrutiny to ensure it fits with client and regulatory needs as well as a business proposition.
During our tour of the UK last year promoting our regtech platform Model Office, we made it clear that those firms offering the poorly named ‘robo-advice' solutions really needed to carry out appropriate...
What made financial headlines over the weekend?
Q2 net sales dropped almost 50%
‘Important to have an anchor’
Lack of innovation for solutions