In this episode the CEO and Co-Founder of SigFig, Mike Sha, talks financial advice, how to scale good advice and why a new holistic approach is needed
Emmanuel Marot writes about the hybrid robo advice model in a blog post for Lend Academy; says he is not in favor of the hybrid model since machine learning can take care of the needs of investors noting that complexity nor human whims have proven to bring any value. Source
According to research by JP Morgan Asset Management and Platforum only 3 percent of advisers offer automated wealth management services; the main reasons were cost of implementing, clients not interested and concerns about security. Source.