Joe Woodbury is the Director of Investment Management Solutions at Lawson Conner. He is responsible for new business and ongoing client relations primarily with regulatory lawyers, fund administrators and prime brokers / custodians. He has nine years institutional experience with Bloomberg and is technology driven, with a deep understanding of financial technologies including a particular focus in the application of fintech in relation to regulation and compliance.
From this author
Jun 26, 2018 0
Robo-advice, also known as ‘automated advice’ refers to the provision of financial advice with as little human interaction as possible. A strand of artificial intelligence, robo-advice offers guidance on the basis of mathematical rules and algorithms rather than human intelligence. Whilst algorithmic trading may have been around for many years, the concept of a ‘robo-adviser’ has only recently become a reality.
This type of advice has the potential to...