Robo-Advisors: Mapping the Competitive Landscape
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The wealth management industry has long been resilient to the digitization process observed in the wider financial services space. This has started to change, however, with interest in robo-advice platforms increasing in 2015. The automated investment management space is hence becoming ever-more competitive as new entrants launch propositions. Supported by software developers, traditional wealth managers have also started exploring the digital advice market. Competition will thus increase further, although robo-advisors are still looking for business models that will appeal to HNW individuals.
Scope
• Regulators have not been able to keep up with the growing popularity of automated advice solutions. This creates an opportunity for industry leaders to have a direct impact on how the regulatory environment around robo-advice is designed.
• The US is the home market of low-cost robo-advice, as self-directed investors are driven by price sensitivity above all else.
• New entrants across the globe are introducing innovations to the automated advice space.
• Most wealth managers focused on the HNW segment do not consider robo-advisors a threat to their business, as the wealthiest individuals show limited interest in robo-advice.
• Robo-advisors that emerged as startup companies will partner with incumbents to attract more assets to their platforms.
Reasons to Buy
Understand what robo-advice is and how it affects traditional wealth managers.
Recognize regulators’ approach to robo-advice and the guidelines to consider when launching digital investment platforms.
Learn best practice from established automated advice providers’ case studies.
Discover how automation can be beneficial to your company’s operations, particularly in relation to advisor efficiency.
Identify the markets with the highest growth potential in the automated investment space.
additive
Betterment
FutureAdvisor
Charles Schwab
SigFig
Wealthfront
WiseBanyan
Personal Capital
Vanguard
Hedgeable
Huygens Capital
Ellevest
Fiver a Day
MoneyFarm
Money on Toast
Wealth Horizon
Brewin Dolphin
Nutmeg
Scalable Capital
Hargreaves
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