Part man. Part machine. All adviser. Robo-advice – the future of financial planning?
At an initial glance, the value proposition of online automated advice and investment management is twofold: lower fees; and cost-effective access to professional portfolio management. But it is deeper than this. “Robo-advice” models seek to engage customers who are disinterested in or dissatisfied with traditional financial services and advice. In addition, they seek to interact
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