Robo an opportunity
Ian Dunbar runs SuiteBox, a tool that allows advisers to record their online video conversations with clients, take notes and share files.
He said it was not uncommon to hear concerns that roboadvice could spell the end of the human financial adviser.
“[But], rather unsurprisingly, human advisers are still with us, and quite possibly, in a stronger position than they have been for decades. Turns out that roboadvice is a real opportunity for human advisers – who would have thought,” he said.
Dunbar said it was possible that the advisers who would do best in future would be those who used roboadvice to drive efficiency and scale in their businesses and improve their engagement with clients.
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