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The rise of the robo-adviser
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MMP125: The Rise of the Robo-Adviser, with Al Rush

September 2, 2015

There’s a hot topic in adviser circles right now, and it’s the rise of the robo-adviser. But what on earth is a robo-adviser and what does it mean for the man or woman on the street, looking to use online tools for their personal finances. Today I’m joined by fellow human adviser Al Rush, who is just the man to help us understand this new world…

There’s a hot topic in adviser circles right now, and it’s the rise of the robo-adviser. But what on earth is a robo-adviser and what does it mean for the man or woman on the street, looking to use online tools for their personal finances. Today I’m joined by fellow human adviser Al Rush, who is just the man to help us understand this new world…

Rise of the robo-adviser with Al Rush

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Sponsor Message

7IM LogoThis podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support.

You can see what they’re up to at 7im.co.uk

In this session you will discover:

  • What the advice gap is, and whether you should care
  • Why robo-advisers have advisers all in a tizz, and why you should definitely not care about that!
  • Whether financial services are bought or sold
  • Why Al Rush has decided to launch his own online investment platform, called Fiver A Day
  • How Al sees such systems developing in future

I think that these so-called Robo-advisers are here to stay, and that they will evolve to complement traditional, face to face advice in more ways than we can currently imagine. I have always said that technology will provide an answer for getting advice to those who really need it, and I’m excited to see what Al’s new project, and others coming along behind it, will deliver.

For a full transcript of my conversation with Al, click the simply enormous blue button below:

Resources

Al's new website: Fiver A Day

Al on Twitter: @RAF_IFA

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No reviews this week as I am batching some shows to get ahead for my holiday.

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Filed Under: Build Wealth, Podcast, Season 1 Tagged With: Advice, Investment, online advice, robo-adviser

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Resources

Al’s new website: Fiver A Day

Al on Twitter: @RAF_IFA

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