by George Polzer | Aug 8, 2015 | Digital Transformation, Enterprise Solution, Investment Management, NextGen Advisor
The Robo-Advisor Value Proposition – Systematizing And Automation
Morningstar’s “gamma” research. Which means in the end, robo-advisors may be less of a threat to traditional advisors, than simply an acknowledgement that inefficient advisors that don’t systematize and utilize technology will be increasingly threatened by those who do – whether robot, or technology-augmented human.
Underlying the robo-advisor model, though, are insights that are relevant to any
…
by George Polzer | Jul 22, 2015 | News & Trends, NextGen Advisor, Robo-Advisors
Robo-advice should be a holistic investment tool that educates investors
Many current robo-advice models fail to consider the investments investor already have, both outside and within superannuation, which could lead to poor outcomes for investors, InvestSmart said.
The online financial services portal argued robo-advice as it stands directs investors to risk-profile ‘matched’ portfolios, without a holistic approach.
Chief executive, Ron Hodge, said many online investment
…
Current Discussions