With a new wave of online investment advisories grabbing headlines, Corporate Insight is proud to offer our unique perspective on the business models and online platforms offered by five notable firms. Our latest whitepaper, Advancing Financial Advice: Five New Online Models Challenging the Investment Industry, will help investors, analysts and industry professionals understand what these new entrants offer and how that could impact the investment industry.
The whitepaper features:
- Reviews of five online investment advisory firms: SigFig, FutureAdvisor, Personal Capital, Wealthfront and Betterment.
- Context and implications for the investment industry, including online trading firms and full-service advisors.
Please download the full 19-page Advancing Financial Advice: Five New Online Models Challenging the Investment Industry whitepaper free of charge.