Is robo advice attracting female clients?
Robo advisers are starting to report an increase in female clients. What’s going on here?
Alex Burke
November 14, 2018
Robo advisers are starting to report an increase in female clients. What’s going on here?
Is robo advice another nail in the coffin for those who already feel disengaged with our super system?
Robo-advice is becoming more popular as a standardised alternative to traditional financial advice, but how can planners add value in the face of “digital disruption”?
Robo-advice is coming and financial advisers need to be ready. But what is it and how will it affect the their businesses?
Not all advisers are created equal, nor are their clients. One size does not fit all and I believe it is incredibly arrogant to suggest that it does.
There’s some hype, but also some great opportunity in embracing the emerging robo-advice trend. Just be sure to have your own business’ strategies in place as this trend takes hold, writes Rod Bristow.
I’m often asked about Infocus’ strategy and the things we think about in order to ensure we can compete effectively. A sensitive topic to write about to be sure, however I wanted to provide some insight into our own thought process to help you with some ideas in your own business, writes Rod Bristow.
Consider for a moment how in a reasonably fast and sustained way Xero Accounting Software, CommSec Online brokerage, Exchange Traded Funds (ETF’s) and Mortgage Comparison sites, have started to change the landscape and ‘wedge’ themselves between you and the client. But how far can they take it, how far will they edge into our traditional domain?
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