It’s no secret that robo-advisers have opened up the industry. For years, wealth managers appeared as though they only catered for the those who, well, had a large amount of wealth to be managed.
But is the story of the technological upstart disrupting an age-old industry too reductive? And can robo-advice really provide the necessary guidance customers are looking for when so many have such nuanced circumstances?
We ask Chris Barrett, Investment Director at JM Finn, how his company has innovated their service offering and why there might actually be a place for both traditional advice and robo-advice in clients’ portfolios.
· Chris Barrett, Investment Director, JM Finn
· Matthew Kemp, Senior Investment Sales Manager, LGIM
· Mark Chappel, Senior Content Manager, LGIM
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