It wasn’t that long ago that our industry was struggling with too many clients, not enough advisers and a perceived mismatch between fees and value.
These were essentially the drivers of "robo-advice" – which was perhaps the wrong name for it, in hindsight, as there was little or no “advice” on anything other than the investment portfolio. Robo was low fees, no human involvement and digital; the perfect solution for our new world, or so it seemed at the time.
Build it and they will come? Perhaps not!
Why is that?
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Updated 2 months ago
Version 3.0
Terry-Bell
Advisely Partner
Advisely Partner
