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Key Digital Wealth Managers: How robo-advisors present an opportunity for fintechs and incumbents alike
Summary List PlacementDigital wealth managers, also called robo-advisors, came into existence after the financial crisis in 2008, when fintechs aimed to simplify and democratize wealth management services with technology-first solutions. Robo-advisors use technology such as AI algorithms and machine learning to manage users' assets, while often relying on a hybrid model including human advice to enhance the customer relationship. Although they only hold a fraction of the more than $43 trillion in investable assets under management in North America, digital wealth management is set to grow in the future – presenting an opportunity for fintechs and incumbents alike. In this report, Insider Intelligence details the Key Digital Wealth Managers that are demonstrating best practices for the industry. This exclusive report can be yours for FREE today.Join the conversation about this story »
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HYBRID ROBO-ADVISORS: Here's how incumbent wealth managers are successfully implementing the hybrid robo-advisor model
Summary List PlacementDigital wealth managers, also called robo-advisors, emerged after the 2008 crisis as fintechs aimed...
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DIGITAL WEALTH MANAGEMENT: Leading robo-advisors have held onto consumer appetite amid the pandemic — here's what incumbents can learn from them to maintain their grasp on a $43 trillion market
Summary List Placement Insider Intelligence publishes thousands of research reports, charts, and forecasts on the Fintech...
