Online Advice:
The Rapid Rise of Robo or Digital Advisors (& Related Firms)

Recently Released!!!
Date Published: June 16, 2016
Summary Power Point Deck: 59 Slides
Reference Power Point Deck: 619 Slides

The purpose of this research is to provide readers with an understanding of the online advice market, often called robo or digital advisors. This research includes online advice firms which target defined contribution plans as well as those which target the B2C market. Futhermore, this research includes both pure online players as well as hybrids that include video, chat, or telephone support. This research combines with Tiburon research coverage of online tools companies, online banking, online brokerage firms, and online insurance to form its online financial services research series.

This research starts with a history of the online advice market, including these phases:

  • Dot Com Phase
  • Robo Advisors Emergence Phase
  • Maturization & Consolidation Phase

This research defines four distinct markets segments, including:

    • Defined Contribution Plan Focused Firms
    • B2C Focused Firms
      • Discount Brokerage Firms & Mutual Fund Companies
      • Robo Advisors
    • Wholesale Robo Advisor Technology Firms

And this research makes several predictions for the online advice market, including: 

  • Growing Online Advice Market
  • Continued Success for Defined Contribution Plan Focused Firms
  • Dominance of Discount Brokerage Firms & Mutual Fund Companies Amongst B2C Focused Firms
  • Success of Three-to-Five Robo Advisors
  • Financial Advisor Pricing Pressure & Integration of Robo Advisor Technology
  • Success of Several Wholesale Robo Advisor Technology Firms
  • Continued Industry Fall-Out & Consolidation

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