The custom fitted individual as the future of financial advice

the-custom-fitted-individual-as-the-future-of-financial-advice-cover

The custom fitted individual as the future of financial advice

By John O’Connell, OwnersAdvisory by Macquarie

“Digital wealth management (colloquially termed ‘robo’ advice) heralds an industrial revolution within retirement savings that has the potential to shift the industry from a mass production (as in product) approach to a mass customisation (as in custom solution) approach.

Those in the industry who dismiss ‘robos’ as just a fund-of-funds fad are missing the point that with the advent of true granular digital advice approaches (next stage robos) will come a marked industry shift.”

(Click on the cover page image for the full document).

 

Sponsor White Papers (click here to see all previous papers)

Wikipedia defines a White Paper as “an authoritative report or guide informing in a concise manner about a complex issue and presenting the issuing body’s philosophy on the matter. It is meant to help readers understand an issue, solve a problem, or make a decision.”

Print Friendly, PDF & Email

One Response to The custom fitted individual as the future of financial advice

  1. Sam Bishop November 24, 2016 at 8:39 PM #

    It makes sense. Index funds are showing that computers running rules are best managers, so just extend that to managing my portfolio just for me, my tax rate, my intended retirement lifestyle … me me me … happens everywhere else

Leave a Comment:

This site uses Akismet to reduce spam. Learn how your comment data is processed.