Untapped potential: Understanding the real power of robo-advice

Robo-advice is like using a Maclaren to go shopping

clock

Robo-advice could be leveraged to solve the pensions freedom advice/guidance conundrum. It isn't rocket science, writes Bruce Moss...

Robo-advice has frequently been seen as a threat to advisers, or as substandard and gimmicky. This is wrong and seriously misses the important point that robo-advice is a complement to traditional advice. Robo-advice not only caters for clients who have traditionally been financially inefficient for advisers to serve, it also allows adviser firms to deal with volumes that are way beyond their existing capacity.   Across the pond The phase the UK is currently in is similar to that which happened in the US some seven years ago. When robo-advice started in the US it mostly foc...

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 Technology

Firm launches AI-powered SIPP integration project

Firm launches AI-powered SIPP integration project

Centology integrates the Pathlines Pensions SIPP form into CRM

Sophia Panayi
clock 05 June 2026 • 1 min read
Transact upgrades API to improve adviser software integration

Transact upgrades API to improve adviser software integration

Supports firms with CRM‑led workflows and increasingly digital advice journeys

Sophia Panayi
clock 04 June 2026 • 2 min read
Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense'

Average financial promotion approval turnaround time of one hour

Sophia Panayi
clock 02 June 2026 • 3 min read