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Automated advice and IFAs – evolve or sell for less?

Automated advice and IFAs – evolve or sell for less?

Space Money Talks has joined with Digital Wealth Insights to debate and discuss the issue of financial advice on 7th February. Register here to join us – spaces are going fast. We have also put together a series of videos to provoke some discussion before the debate. There are strong views across the market. Advisers who embrace […]

What does the future hold for financial advice?

What does the future hold for financial advice?

Find out at February’s Money Talks Forum where we are teaming up with Digital Wealth Insights. How has the financial advice landscape changed over the last few years? More importantly, what will the landscape look like in five years’ time? Will it be a case of same-old, same-old, business as usual? Or are we on […]

FAMR: do we ignore it at our peril?

FAMR: do we ignore it at our peril?

That was the title of the latest Space Money Talks debate. This time we didn’t just put the question to a hand-picked panel of industry leaders, we also gave our 60-strong invited audience a chance to air their own views on this thorny topic. And whilst the answer to the question from most contributors was […]

What do you really think of the FAMR?

What do you really think of the FAMR?

A damp squib, a stitch-up for the banks to steal market share, or a blueprint for the next ten years in financial services? The Financial Advice Market Review has certainly divided opinion more starkly than anything since the RDR. That’s why it’s an ideal candidate for the latest Space Money Talks forum. And this time, […]

Are we sleepwalking into a Robo-Advice nightmare?

Are we sleepwalking into a Robo-Advice nightmare?

In the midst of the current industry debate about the pros and cons of Robo-Advice is there a potential nightmare scenario that hasn’t received the attention it should? Namely, that with Robo-Advice you risk creating a system of automated mis-selling. The ‘classic objection’ to Robo-Advice from many advisers simply states that human interaction is essential […]

The Robo-Advice Interviews: journalist John Lappin puts FS gurus on the spot

The Robo-Advice Interviews: journalist John Lappin puts FS gurus on the spot

Space’s round-table forum, Money Talks, gives the FS industry an opportunity to debate a current industry hot topic. In February, Money Talks addressed the thorny issue of Robo-Advice.  Is it the way forward or is it simply unworkable as the technology currently stands? You can download the full written report here or you watch highlights […]

Robo-Advice: still more questions than answers?

Robo-Advice: still more questions than answers?

Nobody wants a discussion panel which agrees about everything, and the professionals and business owners at our Robo-Advice round table didn’t disappoint! So while everyone sees a huge potential benefit through reaching more customers and clients, and in automating parts of the process, not everyone thinks full advice is desirable or even possible. So is […]

Robo-Advice – an industry divided?

Robo-Advice – an industry divided?

February’s Space Money Talks forum demonstrated in no uncertain terms that the FS industry is a long way from achieving consensus on the role that Robo-Advice should – and could – play in the future. Following the forum session, our moderator John Lappin took the panellists aside to give them an opportunity […]

Robo-Advice – what the industry really thinks

On February 23rd, it was the decidedly hot topic of Robo-Advice that was under the spotlight in our quarterly finance forum, Money Talks. Expert participants speaking their mind included Phil Brown Head of Policy at LV=, who recently took a majority stake in Robo-Advice company Wealth Wizards, Michael Ward MD of payingtoomuch.com, […]

Introducing the Space Money Talks Robo-Advice round table

Introducing the Space Money Talks Robo-Advice round table

Viewpoint: Marilyn Cole

Is it really the dawn of the machines when it comes to advice? Certainly the robots have been hogging the headlines in the trade press for many months now and even the Bank of England has got in the act.