DIY
Robo-Advice is here, and it is helping Advisers be better at giving advice!
June 21, 2021Apparently a fair proportion of advisers still do not believe that robo-advice will have a serious impact upon their business. It will of course, and in many respects it is helping advisers to be better…
The challenge of the DIY consumers for Financial Advisers
September 4, 2020Some telling research was done by Dr Claire Matthews of Massey University that highlighted the DIY (Do It Yourself) consumers mindset, and the challenges which that poses for financial advisers. The research was specifically on…