Advisers divided on mixing advice: PollBY KARREN VERGARA | MONDAY, 6 NOV 2017 12:29PMFinancial advisers are divided when it comes to combining human advice with robo solutions. Related News |
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Robert De Dominicis
CHIEF EXECUTIVE OFFICER
GBST HOLDINGS LIMITED
GBST HOLDINGS LIMITED
It was during a family sojourn to the seaside town of Pescara, Italy, Rob DeDominicis first laid eyes on what would become the harbinger of his future. Andrew McKean writes.
If you use any sort of automated portfolio model, construcitons tools, or autobalancing feature from a service provider, you have just used a very basic form of robo advice. What we're seeing here with these 2nd generation tools is simply an extension of that. Learn how to use it to your advantage and incorporate it into your business model, or develop your niche business model that does not use it and target those clients. One way or another it is coming.