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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Jason Huljich
JOINT CHIEF EXECUTIVE OFFICER
CENTURIA CAPITAL LIMITED
CENTURIA CAPITAL LIMITED
A single decision can change your life, and that's exactly what Centuria Capital joint chief executive Jason Huljich learned when he came to Australia in the 1990s. 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.