Financial advisers set to become the new fund managers

I really like the opening sentence on this article of 'Technology is enabling financial planners to climb the value ladder, but at the same time it is kicking out the rungs behind them as they go.' The growing trend of management margin and service moving to advisers described well here. Financial Simplicity's Nudge service is [...]

By | August 29th, 2017|Uncategorized|0 Comments

The role of AI and Robo in Advice

I am really enjoying the heating debate about whether Robo advice will replace human advisors or complement human advisors and in the last month a few thing have to come to light that are starting to provide not only some trends, but some sound argument as to why these trends are happening. If I can [...]

By | August 17th, 2017|Uncategorized|0 Comments