Online investment advisory firms continue to challenge the investment industry with their unique and innovative business models. Volume two of Advancing Financial Advice profiles 15 up and coming firms that offer a variety of valuable online investment alternatives to the traditional players in the space.
Advancing Financial Advice: Complete Guide to Online Investment Alternatives builds off the five-firm whitepaper we released in June to provide a thorough understanding of the top startups in this emerging industry.
The guide features:
- Detailed profiles of 15 leading online investment advisory firms with a focus on their business models, products and services and fee structure.
- Assessment of online planning tool offerings and demand across the investment industry.
- Context and implications for the investment industry.
Please download the full 36-page Advancing Financial Advice: Complete Guide to Online Investment Alternatives free of charge. We have also included a eight-page quick reference guide that features an executive summary and summary matrix of each firm’s services and fees for your convenience.