Defined Contribution Plan Focused Online Advice Firms:
The Mature Market of Robo Advisors Within 401K Plans

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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 defined contribution plan focused online advice firms. This market is moderately well evaluated with with competitors such as Edelman Financial Engines, Morningstar, and GuidedChoice having been in the market for over ten years. This research combines with Tiburon research coverage of B2C 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 defined contribution plan focused online firms market.

And this research makes several future predictions for defined contribution plan focused online advice firms, including:
  • Moderate Growth for Defined Contribution Plan Focused Online Advice Firms
  • Push by Leading Competitors Outside of the Defined Contribution Plan Market

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