B2C Focused Online Advice Firms:
The Winning Strategies of Discount Brokerage Firms & Mutual Fund Companies

Recently Released!!!
Date Published: June 5, 2019
Summary PowerPoint Deck: 100 Slides
Reference PowerPoint Deck: 880 Slides

The purpose of this research is to provide readers with a comprehensive understanding of B2C focused online advice firms. This market emerged in the early 2010s and includes both discount brokerage firms & mutual fund companies (e.g. The Vanguard Group; The Charles Schwab Corporation) and Robo Advisors (e.g. Betterment; Wealthfront; Personal Capital Corporation). This research combines with Tiburon research coverage of defined contribution plan focused online advice firms & wholesale robo advisor technology firms to form its online advice firms research series.

This research summarizes the market growth & leaders within the B2C focused online advice firms market.

And this research makes several future predictions for B2C focused online advice firms, including:
  • Substantial Growth in B2C Focused Online Advice Firms
  • Dominance of Discount Brokerage Firms & Mutual Fund Companies Amongst B2C Focused Online Advice Firms
  • Substantial Growth for Discount Brokerage Firms & Mutual Fund Companies Online Advice Offerings
  • Moderate Growth for Robo Advisors

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