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make room for robo advice
Make room for the Robo’s
by Tony Vidler        Robo’s are a threat to advice businesses in much the same way that a chilly bin is a threat to the sale of refrigerators.   Many advice businesses, and quite a few institutions it seems, appear to believe that automation is the devil that will kill financial advice, and it should […]
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The Big Ticks: Best Stories For Professional Advisers This Week
by Tony Vidler         Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, as they […]
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best-ideas-for-professionals
The Big Ticks: Top Stories For Professional Advisers This Week
By Tony Vidler CFP  CLU  ChFC Information, ideas, tips…the articles for professional advisers which I spotted this week that generate fresh thinking or a deeper understanding of issues are provided here as a quick readers digest for professionals who are looking ahead.   These are the highlights from the week that you should stop and read, […]
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Robo-Advice is real, and it is here, but there is hope for Advisers!
by Tony Vidler Apparently a high proportion of financial advisers still haven’t heard of “robo-advice”, which is pretty amazing.  Of those who have heard of it a fair proportion do not believe that it will have a serious impact upon their business.  That is even more amazing to me, although I can see why so […]
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Robo-Advice? Bring it on! It will be GREAT For Business…
by Tony Vidler        One of the major benefits of the intense interest and investment which has gone into creating Robo-Advice models is that institutions are investing a heck of a lot into researching why and how customers are buying financial products.   For years the financial services industry has worked with theories such as “insurance […]
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Robo-Advice has as much chance of catching on as Online Dating does
by Tony Vidler        Try as I might I just cannot remember the first time I received or sent a text. Or an email. But I do remember being a young communications specialist in the navy and looking in wonder at the technology we had at our disposal….it was awesome.  We could type messages directly […]
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