Robo Advisers

At any level of involvement with robo-advisers, advisers must remain cognizant of their compliance responsibilities as well as the ongoing fiduciary duty they owe their clients. The use of robo-advisers may lead to a false sense of security if advisers feel they are relieving themselves of liability with respect to those outsourced functions. This whitepaper outlines the challenges and provides guidance on the use of robo advisers.

NRS* may email you to keep you up-to-date with what is happening, including industry insights, upcoming events and our product capabilities. We will let you select what emails you receive and change your preferences at any time.

If you do not wish to receive these emails tick the box to opt-out

*NRS is a tradename of Reed Business Information Limited. By registering your details, you understand that your personal data will be handled according to our Privacy Policy

Thank you

Thank you for your interest in our resources and insights. You can access “Robo Advisers” by clicking the link below.

If you have any questions or if you would like to speak with one of our representatives, please do not hesitate to contact us.

Download the Robo Advisers Whitepaper