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Jonathan Max

Opportunities for robo-advisory

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Jonathan Max

@Paul Smillie@Andy Milner

I've read that Robo-advisory services are providing automated advisory to increasing numbers of retail investors; where do you see the most significant opportunities; asset allocation, portfolio optimisation, trade execution, rebalancing etc?

 

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Andy Milner

I posted in interesting report from EY that's worth taking a look at.

 

It refers to a new approach to automation, "Robo-Advisor 2.0" which refers to "human advisors equipped with robust automated capabilities like analytics and digital tools".

 

 

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