Nick Eatock, executive chairman at Intelliflo, was recently interviewed by Asset TV on the subject of automated, or robo, advice. The full version of the video is worth 36 CPD minutes and we have a highlight reel of the interview below:
The interview was conducted by Mark Colegate and explores the subject of automated advice and what it means for financial advisers today, and in the future. Does automated advice represent a threat, or an opportunity, for advisers? Are online financial tools only being utilised by younger investors and savers? Can automated advice, in fact, lead to a more profitable business and happier, more engaged clients?
If you find the taster video above of interest, you may be interested to watch the interview in full, which is available here.
You may also be interested in our white paper, Growing your financial advice business - the hybrid model, which explores how automated advice offerings can help to underpin your business development and growth. You can download a free copy here.