Our latest study, Next-Generation Investing: The Incumbents Arrive, is now available! In this review of the digital advice space, we explore key trends and opportunities in the market, examine digital advice platforms from incumbent firms and leading fintech firms, and discuss the implications these technologies have for the financial services industry.
The study includes:
- Profiles of automated online managed account offerings, with an emphasis on incumbent players’ activities in the digital advice market
- Survey-based insights into the investors who are most likely to embrace digital advice
- Detailed analysis of how digital advice is shaping markets beyond retail investing, including the defined contribution and life insurance markets
- A review of fintech developments occurring in international markets
Download the study preview for the full study table of contents, list of exhibits, introduction, methodology and a list of firms featured in the study.