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December 08, 2015

Regulatory hurdles in automated advice

December 08, 2015/ Jessica Lloyd

Automated advice is being evaluated by regulatory authorities across the globe, in particular IOSCO. Themes have developed, with new regulatory guidance yet to come. 

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December 08, 2015/ Jessica Lloyd/
Robo
December 08, 2015

Delving into automated advice

December 08, 2015/ Jessica Lloyd

Automated advice is going to change the way financial advisers do business sooner or later, because not everyone wants what advisers are selling. 

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December 08, 2015/ Jessica Lloyd/
Robo
July 07, 2015

Yellow Brick Road launches tech and coaching service

July 07, 2015/ Jessica Lloyd

YBR launches mid-priced part-robo part-coaching financial advice program, GURU. 

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July 07, 2015/ Jessica Lloyd/ Comment
Funds News
Yellow Brick Road, Robo
 

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