July 2017

How do robots calculate best interests?

Thursday, 29 June 2017

Digital advice is here to stay. But as the industry grapples with the best-interests duty, efforts to make digital platforms and AI compliant raise some special concerns.

Winning with technology: planners and clients will benefit

Thursday, 29 June 2017
Advances such as artificial intelligence will make financial planners bigger and better – to the benefit of their clients and the industry.

Horrible customer service – it was quite a show

Thursday, 29 June 2017
The car-rental industry could teach even financial institutions a thing or two about how to disappoint with customer service.

When efficiency becomes the enemy of growth

Tuesday, 20 June 2017
In the third of a series of four articles, Koda Capital looks at the decisions private advisory firms have to make for efficiency and attempts to determine where to draw the line.

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