Which jobs in wealth management can’t be automated/ replaced by robots?

November 27, 2017March 19, 2019 | Dilip Sankarreddy Articles for reading

I have come across this question few times. Below is my response.

Individual

I want to
invest
by myself

Joint

We want to
invest
as a couple

SMSF

I/We want to
invest
through
our SMSF

Trust

I/We want to
invest
through
our trust

Note:

Individual: I want to invest by myself

Joint: We want to invest as a couple

Self-managed super fund (SMSF): I/We want to invest through our SMSF

Trust: I/We want to invest through our trust

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Month: November 2017