Robo Advisors & Hybrid Digital Advice Providers:
Some of the Fastest Organically Growing Fee-Based Financial Advisors (RIAs)
Recently Released!!!
Date Published: May 31, 2023
Summary PowerPoint Deck: 288 Slides
Reference PowerPoint Deck: 944 Slides
The purpose of this research is to provide readers with a comprehensive understanding of robo advisors & hybrid digital advice providers, meaning both pure online players as well as hybrid digital advice providers that include chat, telephone, and/or video support. This research includes online advice firms which target the consumer market as well as those that target defined contribution plan participants. Furthermore, this research includes offers by start-ups, discount brokerage firms, and more traditional full-service brokerage firms. Robo advisors & hybrid digital advice providers are registered investment advisors (RIAs) so this research is incorporated into Tiburon's broader coverage of fee-based financial advisors (RIAs).
This research starts with a history of robo advisors & hybrid digital advice providers, including these phases:
This research includes robo advisors & hybrid digital advice providers started as stand alone firms, as well as those founded by discount brokerage firms and full-service brokerage firms.
And this research makes several future predictions for robo advisors & hybrid digital advice providers, including:
Date Published: May 31, 2023
Summary PowerPoint Deck: 288 Slides
Reference PowerPoint Deck: 944 Slides
The purpose of this research is to provide readers with a comprehensive understanding of robo advisors & hybrid digital advice providers, meaning both pure online players as well as hybrid digital advice providers that include chat, telephone, and/or video support. This research includes online advice firms which target the consumer market as well as those that target defined contribution plan participants. Furthermore, this research includes offers by start-ups, discount brokerage firms, and more traditional full-service brokerage firms. Robo advisors & hybrid digital advice providers are registered investment advisors (RIAs) so this research is incorporated into Tiburon's broader coverage of fee-based financial advisors (RIAs).
This research starts with a history of robo advisors & hybrid digital advice providers, including these phases:
- Dot Com Phase
- Robo Advisors Emergence Phase
- Hybrid Digital Advice Providers Phase
- Maturization & Consolidation Phase
- Robo Advisors
- Hybrid Digital Advice Providers
This research includes robo advisors & hybrid digital advice providers started as stand alone firms, as well as those founded by discount brokerage firms and full-service brokerage firms.
And this research makes several future predictions for robo advisors & hybrid digital advice providers, including:
- Substantial Growth for Robo Advisors & Hybrid Digital Advice Providers
- Fastest Growth for Hybrid Digital Advice Providers
- Fastest Growth for Consumer Focused Robo Advisors & Hybrid Digital Advice Providers
- Fastest Growth for Discount Brokerage Firm Robo Advisors & Hybrid Digital Advice Providers
- Increasing Regulation for Robo Advisors & Hybrid Digital Advice Providers
- Expansion of Investment Product Offerings for Robo Advisors & Hybrid Digital Advice Providers, Including Alternative Investments, Real Estate, & Cryptocurrencies (Digital Assets)
- Increasing Utilization of Artificial Intelligence by Robo Advisors & Hybrid Digital Advice Providers
- Continual Blurring of the Traditional Definition of Financial Advisors with that of Robo Advisors & Hybrid Digital Advice Providers (Integration of Robo Advisor Technology, Heavier Reliance on Video Technology, & Pricing Pressure)
- Growing Technology Market for Wholesale Robo Advisor Technology Offers
- Growing International Opportunities for Robo Advisors & Hybrid Digital Advice Providers
- Moderate Additional Venture Capital Investments in Robo Advisors & Hybrid Digital Advice Providers and Limited Initial Public Offerings (IPOs)
- Continuing Consolidation of Robo Advisors & Hybrid Digital Advice Providers
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
