Summary: A growing number of businesses are starting to focus on robo-advisers, who provide a simple process to typically match personal goals to a low cost portfolio. Whether you think they are good or bad, there’s probably little protection from their impact. In fact, wherever you sit in the financial service supply chain, a robo will probably be “visiting” you, your clients and prospects soon.
 Planning businesses have to understand their positioning and pricing in comparison to others and how they can improve their situation. The aim in moving from the bottom left red to the top right green box is for advisers to build closer relationships with their clients through superior personal service, more personalised portfolios and to differentiate what they do from robos."Paul Resnik, FinaMetrica. |
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