Tag Archives: robo-advice
GO ROBO!
The robots are here! But not in the Terminator sense. Think, rather, of Asimov’s creations. Or, for the less nerdy, Rosie from The Jetsons: benevolent machines, doing our hard work but better, faster and more reliably. Across almost all sectors, … Continue reading
Posted in pensions, Retail Distribution Review, risk
Tagged National Employment Savings Trust, pension, Pension new, pension playpen, pensons, robo, robo-advice
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Has a robot changed advice for ever?
Below are the questions I’ve been asked to address next month at the Pension and Benefit Conference. I hope that when robots go to grammar school, they’ll be able to do a little better framing the question! The framing of the … Continue reading
Posted in pensions
Tagged advice, Business, Cameron, Cost, IFA, pensions, robo-advice, Transparency
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Research and Development in Financial Advice
The Financial Conduct Authority has published the results of its survey of firms providing financial advice. The results make for depressing reading. Of the sample, 72% of firms said that customers’ preference for personal interaction with an adviser was a … Continue reading
Posted in pensions, robo-advice
Tagged auto enrolment, Business, Business and Economy, corporate risk, FAMR, FCA, Financial services, Innovation, pensions, Retirement, robo-advice, Technology
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What has the financial services industry learned from auto-enrolment?
The first lesson that the financial services is learning from auto-enrolment is that consumer purchasing cannot be predicted on the basis of past performance. Continue reading
Posted in pensions
Tagged apprentice, auto enrolment, FAMR, FCA, IFA, on-line, pensions, regulation, robo-advice, Workie, workplace pension
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Robo-up or get left behind
Robo advisors seem to get all the press but they’re just one fish within the digital ocean that financial advisors should be swimming in. Every advisor should do a comprehensive review of their business and determine how they can improve … Continue reading
Posted in pensions
Tagged adviser, auto enrolment, pension, pensions, robo-advice, workplace Pensions
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Domo arigato Mr Roboto (guest blog from Ralph Frank)
The topic of ‘robo advice’ is becoming increasingly active in financial circles. There is no agreed definition of what robo advice, or ‘robo’ for short, is though. For some, robo is simply an on-line or app-based interface for communicating generic … Continue reading