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
Sign In Register Now
*If you login, your purchase history will be tracked and you can access invoices for all past purchases.

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 also explore the potential to incorporate a robo-advice offering into your business model, and the legal issues that arise.

Sign In Register Now