Cornwall IFA adds automated fee system
- Thursday, 01 September 2022
- Articles
Newquay-based IFA Roberts Clark IFS has added an automated advice fee quotation and client onboarding workflow management system.
Read more...New simplified robo-advice service to launch soon
- Monday, 04 April 2016
- Articles
A new simplified robo-advice service is set to hit the market.
Read more...Adviser: FAMR's robo-advice backing will help my firm
- Monday, 14 March 2016
- Articles
A financial adviser who launched his own robo-advice business last year says he has no worries that the FAMR report might help potential rivals more than his own firm and believes it will have a beneficial knock on effect.
Read more...Robo-advice risks wrong pension choices, says MD
- Friday, 04 December 2015
- Articles
Robo-advice is far from a ‘silver bullet’ and risks leading to poor choices being made by consumers reaching retirement, the managing director of a pension firm says.
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