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Robo advice – that Mack truck is still coming!

by Wealth Know How in Commentary & Opinion

When the term “robo advice” first entered the financial planning industry’s lexicon, it sent shock waves through its ranks. Could automation spell the death of the financial planner? Could this low-cost, efficient, alternative to the traditional approach to financial planning be the wave of the future?
 
Well, after the industry “took a Bex and had a good lie down”, it was generally decided the financial planning industry did have a future.
 
Sure, automated financial advice would cause disruption; but the need for specialist advice around issues such as estate planning, investment strategy, and self-managed super fund compliance to name but a few, would ensure the industry’s survival and growth.

Wealth Know How is the online network helping people manage their wealth through financial education. Whether you are looking for simple ways to better manage your cash, or you are after a complete strategy on how to save for retirement, we can help you understand your options. It is important to have a vision for your future, but its knowledge not dreams that will ultimately deliver financial success.

Published on 07 Jun 17

  • When the term “robo advice” first entered the financial planning industry’s lexicon, it sent shock waves through its ranks. Could automation spell the death of the financial planner? Could this low-cost, efficient, alternative to the traditional approach to financial planning be the wave of the future?
     
    Well, after the industry “took a Bex and had a good lie down”, it was generally decided the financial planning industry did have a future.
     
    Sure, automated financial advice would cause disruption; but the need for specialist advice around issues such as estate planning, investment strategy, and self-managed super fund compliance to name but a few, would ensure the industry’s survival and growth.

    Wealth Know How is the online network helping people manage their wealth through financial education. Whether you are looking for simple ways to better manage your cash, or you are after a complete strategy on how to save for retirement, we can help you understand your options. It is important to have a vision for your future, but its knowledge not dreams that will ultimately deliver financial success.

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