Robo advice 2.0 (or how to resist the temptation of a marshmallow)

'Timely financial advice changes lives'

clock • 4 min read

Roger Brosch talks robo advice in his latest column for PA. Here he explains why he is pinning his undiminished hope on a new breed of digital and hybrid solutions...

When you see first-hand the transformative impact good financial advice can have on someone's life, you can't help but become a little bit evangelical about it. Timely financial advice changes lives. And I have always been of the view that the more lives it can positively impact, the better society would be. So, I watched with keen interest - and a great deal of hope - when robo advice was first heralded as the answer to the commercial conundrum of cost-effectively bringing advice to the masses. Twelve years later, and my hope hasn't diminished. Nor has my firm belief that everyone...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FCA's shelved name and shame policy 'deeply flawed from the outset'

FCA's shelved name and shame policy 'deeply flawed from the outset'

The decision to drop the policy described as ‘significant development’

Sahar Nazir
clock 12 March 2025 • 2 min read
TrinityBridge financial planning head tackles Spring Forecast rumours

TrinityBridge financial planning head tackles Spring Forecast rumours

‘You always have to take all these with a pinch of salt’

Isabel Baxter
clock 12 March 2025 • 3 min read
Kingswood nears takeover deal with PE backer HSQ Investments

Kingswood nears takeover deal with PE backer HSQ Investments

HSQ Investments considers full acquisition of Kingswood

Sahar Nazir
clock 12 March 2025 • 2 min read