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Just another fad?

The financial advice market is the latest in a line of industries to come under attack from newer and more sophisticated technology. Is robo-advice the real deal, asks Ben Goss

16 March 2016

The 62 year old client slammed his fist on the table and the iPad literally bounced. 'This is unbelievable. How on earth have you understood me so well?' he exclaimed. He had just had his portfolio analysed and the investment risk profile assessed as part of an annual review. 'I've been a client of your firm for more than 20 years and it's always been a fireside chat, this is a massive upgrade. I've been waiting for you guys to introduce some technology!'

The manager responsible for the implementation later told me of his relief. He was in the room with the client and their financial planner, watching the roll out of their new digital risk profiling and financial planning service. Robo-advice
it was not, but a qualified adviser with
an exoskeleton of technology and process, it certainly was.

More than three quarters of UK adults now have a ...

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