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FS Reg Room Episode 4 - Navigating the Future of Financial Services with Digital Advice

FS Reg Room Episode 4 - Navigating the Future of Financial Services with Digital Advice



In Episode 4 of the FS Reg Room podcast, hosts Michelle Chen and Nathan Hodge dive deep into the world of digital advice, exploring its applications in the financial services industry. They discuss the evolving landscape of digital advice tools, the regulatory framework, and the future potential of generative AI in enhancing user experience. This episode is a must-listen for anyone interested in understanding how technology is reshaping financial advice.

Key Points Discussed:

  1. Definition and practical applications of digital advice, including its differentiation from traditional advice.
  2. The role of digital advice in catering to the self-service segment of the financial services market.
  3. Key regulatory considerations, including AFS licensing and compliance requirements for advice providers.
  4. The importance of user experience and balancing compliance with usability in digital advice tools.
  5. Future trends, including the potential impact of generative AI on digital advice and the anticipated regulatory reforms in the financial services sector.


Published on 1 month ago






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