All advisers should be considering robo, says practice head

EXCLUSIVE The head of a leading Sydney-based advice practice says anyone not implementing a robo-advice offering will be left behind as the industry continues to transform.

Birling Wealth Management principal adviser Mark Malone told the ifa Advice Practice of 2020 Roundtable, partnered by Iress, that robo-advice models meet both client expectations and adhere to the FASEA code of ethics.

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All advisers should be considering robo, says practice head
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