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Tag Archives | Robo-advice

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Robo Advice in a nutshell

In South Africa, automation of financial advice is still relatively scarce, but very likely to surge in the next few years. In the USA, it already plays an important role in the investment space, which led to the authorities spreading its regulatory net to include such advice. The information below is extracted from an update […]

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Robo-advice: Friend or Foe?

The increasingly important role of technology in assisting survival and growth in the industry necessitates more attention than most of us has hitherto given to this aspect. The one phrase most of us have heard before, and may not always quite understand, is robo-advice, which enjoys some traction in Australia and New Zealand. A recent […]

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