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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Featured Profile
Judith Fiander
CHIEF EXECUTIVE OFFICER
AUSTRALIAN PHILANTHROPIC SERVICES
AUSTRALIAN PHILANTHROPIC SERVICES
When Judith Fiander first walked in the doors of Australian Philanthropic Services her intention was to volunteer for a few months. Fast forward 14 years and she is the chief executive. Eliza Bavin 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.