The Robo-Advice Survey
The ifa Business Strategy Day is just around the corner, and Midwinter’s Managing Director – Julian Plummer will be there discussing the Robo-Advice invasion. In the lead up to the event, we are asking planners to share their candid opinions on this impending game changer which has the potential to ‘disrupt’ the industry.
For those of you who are unfamiliar with the term, a Robo-Adviser is an online advice service that provides automated, algorithm-based portfolio management and investment advice without the use of human financial planners.
It’s a topic which is bound to cause some controversy, and we know that there are many of you who hold strong views on the theory of automated advice.
This is a quick multiple choice survey, with an opportunity to leave your added comments at the end and should only take about 3-5 minutes.
Every planner who takes part in this survey will go in the draw to win an Apple iPad Air Wifi 32GB!
We appreciate your input and look forward to poring over the results.