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 plan participant focused robo advisors & hybrid digital advice providers. This market is moderately well established with with competitors such as Edelman Financial Engines (Workplace), Fidelity Investments (Personalized Planning & Advice), The Vanguard Group (Personal Online Advisor),Morningstar (Retirement Advice), and GuidedChoice having been in the market for over twenty years. This research combines with Tiburon research coverage of consumer focused robo advisors & hybrid digital advice providers to form its robo advisors & hybrid digital advice providers research series.

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

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

• Moderate Growth for Plan Participant Focused Robo Advisors & Hybrid Digital Advice Providers
• Continual Market Share Gains for Bundled Defined Contribution Plan Providers (Discount Brokerage Firms)
• Push by Leading Plan Participant Focused Robo Advisors & Hybrid Digital Advice Providers to Market Outside of the Defined Contribution Plan Market