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Wealth Professional | 02 Mar 2016, 08:56 AM Agree 0
Warning to wealth management firms – if you don’t embrace the robotic revolution you’ll be left behind
  • Robert Roby | 02 Mar 2016, 05:12 PM Agree 0
    I am one of those who believes robo advisors are a good thing for smaller investors. When smaller investors realize that they are being denied services then this will be a good way to do some basic planning.
    Robo however, will, in my opinion never replace advisors whose practice is based on serving affluent clients who want a collaborative approach to dealing with their family finances. Typically these investors are not motivated by the price of service but by the value they receive.
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