PROJECT M
 

Automating investment advice

The rise of digitally delivered, managed accounts offers convenience, but the quality of investment advice underpinning them must be paramount

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Automating investment advice

The rise of digitally delivered, managed accounts offers convenience, but the quality of investment advice underpinning them must be paramount

YOUNG AND OLD TAKE ADVICE THROUGH NEW TECHNOLOGY

In the US, the take-up of managed account and advice solutions delivered to end users through technology, rather than face-to-face advice, seems to differ by age cohort. Those most interested tend to be either very young or much older people. The interest among those closest to retirement is surprising. It’s not yet clear why this is so, and further research needs to be done.

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