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MM Wired: Humans vs robots – the role of tech in advice


Advice models are evolving all the time, from pure face-to-face advice, to online models, to robo-advice. There is now even talk of so-called “bionic” advice where technology and human interaction combine.

Technology has been dubbed by some as the surefire way to boost access to advice, but is this actually the case? Can advisers find a way to work with, rather than against, robo-advice? And what happens automated advice goes wrong?


Ian McKenna, director, Finance & Technology Research Centre
Jason Butler, investor in Advicefront and founder of Bloomsbury Wealth Management
Mike Barrett, consulting director, The Lang Cat
Shaminder Gill, head of strategy and proposition, SSP

Chaired by: Natalie Holt – editor, Money Marketing


MM Wired: The Budget impact on tax and financial planning

– What were the headline tax planning measures from the Budget? – How do these interact with previously announced moves, such as the dividend and personal savings allowances? – Does the tapered annual allowance signal more change to come on tax relief? – Will further measures to crack down on tax avoidance and evasion ultimately […]

MM Wired: What next for the Financial Advice Market Review?

Topics discussed: – Now that we have the final report, can the FAMR finally deliver on the objectives first set out in the RDR? – Will proposals boost access to affordable advice? What is the role of technology? – How do we create a better framework for advice without returning to misselling of the past? […]

MM Wired: Understanding due diligence

Sponsored by:  UNDERSTANDING DUE DILIGENCE Is there such a thing as the correct formula to approach due diligence? What criteria should advisers use when assessing tools or third party services? What are the pitfalls advisers should avoid in reviewing products? How should the due diligence process differ when it comes to working with third parties? […]

Trouble ahead - thumbnail

Pensions: trouble ahead?

The pace of change in the pension’s space has been little short of astonishing, and has left thousands of employers struggling to keep their pension policy compliant, and also on the right side of current best practice and governance. Many employers, and indeed many in the pensions industry itself, would like to see a period of no change during the next term of government. This would give all sides a chance to catch up and draw breath. 


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