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
WEBINAR: Incorporating Robo-Advice into your Service Offering
- Can you refer without giving advice?
- Adviser conduct considerations (BID, conflicts of interest, FASEA)
- Remuneration considerations (referral fees)
- Client ownership & access