Description
The article discusses the debate around human financial advisers potentially being replaced by robo-advisors and highlights the importance of the client-adviser relationship.
Introduction
Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’.
A client James, called into my office last week, explaining that his daughter was using an Artificial Intelligence (AI) platform, and he was considering doing the same.
Over my twenty-year career, I have cultivated my client relationships through a personal philosophy of integrity and trust, so while I was concerned, I appreciated James’ coming to me.
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