Robo Advice News Today

Dublin, Sept. 06, 2023 (GLOBE NEWSWIRE) -- The

AI and consolidations are reshaping the asset and wealth management industries as firms seek cost efficiencies and strive for market competitiveness.

Digital and hybrid advice should be “embedded tightly” in a firm’s customer proposition and not established as a separate channel, an EV white paper has said.

Securing today's and tomorrow's customers is about building recognition as a trusted, transparent and engaging firm through proper education and communication, writes Tim Sargisson

Bruce Ely-Johnston explores the potential of ChatGPT in the advice world and warns small firms they need to be on their guard...

Co-founder of Hargreaves Lansdown (HL) has called out the firm following a tough year, criticising its new advice protocol and unnecessary costs.

Darren Winfield explores the much-maligned robo-advice market and says it is actually doing just fine

Most investors prefer having a personal adviser over robo or digital solutions, according to a new report from Navigator Investment Services (NIS).

With digital technology, firms can deliver regulated advice that addresses the advice gap and helps support better outcomes for a wider range of clients. You can improve client engagement, deliver competitive advantage, drive efficiency and increase profitability. Now that sounds truly transformational.

A simple automated robo-advice tool significantly improved borrower repayment decisions in a randomised controlled trial, according to research from the Financial Conduct Authority (FCA) economists.