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Jacqui Henderson | 25 May, 2017

Robos turn to humans to get the job done

Until algorithms can be developed to dynamically sequence and replicate human behaviour and decision-making in response to life events, true ‘robo-advice’ cannot exist. Artificial intelligence for financial planning has a journey ahead.

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Jacqui Henderson | 24 Apr, 2017

US robos move to ‘hybrid’ models

The largest US robo-advice companies are introducing humans into their advice models or launching ‘hybrid’ automated models, says Adviser Intelligence. Some of the biggest US robo advisers are now adding humans to their advice services, companies like Vanguard and Schwab.

Jacqui Henderson | 19 Apr, 2017

‘Hybrid’ robo-advisers gaining traction

The largest US robo-advice companies are introducing humans into their advice models or launching ‘hybrid’ automated models, says Adviser Intelligence. Some of the biggest US robo advisers are now adding humans to their advice services, companies like Vanguard and Schwab.

Jacqui Henderson | 10 Apr, 2017

Robos turn to humans to get the job done

Hearing the various interpretations of so-called ‘robo-advice’ models, you may be thinking the ‘bots are preparing to take over the world. However, leading US providers are now introducing humans into their robo-advice models, or launching “hybrid” automated models.

Jacqui Henderson | 20 Mar, 2017

'EdTech' to impact financial advice of the future

It is not only trends in fintech and 'RegTech' that will influence how financial advice is provided in 2020, but also changes in educational technology. In the face of such a relentless regulatory offensive, financial planning firms will inevitably seek technological solutions to ease the compliance burden.

Jacqui Henderson | 17 Mar, 2017

Edtech can tame regulatory tsunami

Higher qualifications and ongoing training have the power to transform financial advice, but the industry is yet to realise the full potential of educational technology (edtech) innovation and its applications to this sector.

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