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Events

WEBINAR: Incorporating Robo-Advice into your Service Offering

What's covered

  • Can you refer without giving advice?
  • Adviser conduct considerations (BID, conflicts of interest, FASEA)
  • Remuneration considerations (referral fees)
  • Client ownership & access
Price: $120.00
+ GST: $12.00
Total: $132.00
Date and Time
Wed, 18th August 2021
11:00 am- 12:00 pmWebinar
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Many advisers are considering robo-advice models as part of their service offering.  In this webinar, we will take a look at the current state of the robo advice market and how the products have evolved since they were first established. We will then explore the potential to incorporate a robo-advice offering into your business model and the legal issues that arise.

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