Robo Advisors:
Digital Advice Programs in Both the Consumer & Plan Participant Market

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 robo advisors, including those that target consumers and those that target plan participants. This market emerged in the 2000s and includes consumer market competitors such as 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, as well as plan participant competitors such as Edelman Financial Engines (Workplace), Fidelity Investments (Personalized Planning & Advice), & Morningstar (Retirement Advice). This research combines with Tiburon research coverage of hybrid digital advice providers to form its robo advisors & hybrid digital advice providers research series.

This research summarizes the market growth & leaders within the robo advisors market.

And this research makes several future predictions for robo advisors, including:
  • Moderate Growth of Robo Advisors
  • Fastest Growth in Consumer Market for Robo Advisors
  • Continuing Market Share Gains by Discount Brokerage Firms in the Robo Advisor Market
  • Potential Entrance of Digital Banks into the Robo Advice Business
  • Potential Entrance of Big Tech into the Robo Advice Business

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