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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?

Panellists:

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

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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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