Text size

Robo advisors “unlikely” to replace advisors for institutional and UHNW investors

Notwithstanding the hype surrounding robo advice and the challenge such technology poses to humans working in the wealth management sector, a recent fintech survey conducted by CFA Institute found that robo advisors are “unlikely” to replace flesh and blood advisors for institutional and ultra high net worth clients. This is an unsurprising result, according to the survey’s accompanying analysis, given the relatively unsophisticated nature…

To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].

Have a confidential tip? Get in touch [email protected]