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Robo-advisor violated rules when touting hypothetical performance

Robot holding a businesswoman

The focus is on serving younger, less knowledgeable clients

Finding a place in the advice channel for do-it-yourself investors

young couple meeting with advisor

Digitization can provide product advice, but clients still want to talk to humans

Happy young businessman or trader in formalwear and eyeglasses using laptop and smiling while sitting in his modern office. Stock exchange. Financial trading concept. Investment concept

Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident

  • By: Staff
  • September 7, 2022 December 8, 2022
  • 13:17