Recently Released!!!
Date Published: May 31, 2023
Summary PowerPoint Deck: 288 Slides
Reference PowerPoint Deck: 1,014 Slides

The purpose of this research is to provide readers with a comprehensive understanding of consumer focused robo advisors (e.g. The Vanguard Group's Vanguard Digital Advisor, Fidelity Investments' Fidelity Go, & The Charles Schwab Corporation's Schwab Intelligent Portfolios, as well as Acorns Grow, Betterment, Stash Invest, Wealthfront, and other firms) and hybrid digital advice providers (e.g. The Vanguard Group's Personal Advisor Services, Fidelity Investments' Personalized Planning & Advice, and The Charles Schwab Corporation's Schwab Intelligent Portfolios Premium), as well as Facet & Personal Capital Corporation. This market emerged in the early 2000s and includes stand-alone firms (e.g. Betterment; Wealthfront), discount brokerage firms and mutual fund companies (e.g. The Charles Schwab Corporation; The Vanguard Group), & more traditional full-service brokerage firm offerings. This research combines with Tiburon research coverage of defined contribution plan participant focused online advice firms to form its robo advisors & hybrid digital advice providers research series.

This research summarizes the market growth & leaders within consumer focused robo advisors & hybrid digital advice providers.

And this research makes several future predictions for consumer focused robo advisors & hybrid digital advice providers, including:

• Substantial Growth for Consumer Focused Robo Advisors & Hybrid Digital Advice Providers
• Continuing Dominance of Hybrid Digital Advice Providers
• Continuing Dominance of Discount Brokerage Firms & Mutual Fund Companies Amongst Consumer Focused Robo Advisors & Hybrid Digital Advice Providers