Recently Released!!!
Date Published: May 26, 2023
Summary PowerPoint Deck: 279 Slides
Reference PowerPoint Deck: 1,014 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

This research defines distinct markets segments of robo advisors & hybrid digital advice providers, including:

• Robo Advisors
• Hybrid Digital Advice Providers

This research includes robo advisors & hybrid digital advice providers that market into both the consumer and plan participant markets.

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
• Continual Blurring of the Traditional Definition of Financial Advisors with that of Robo Advisors & Hybrid Digital Advice Providers (Financial Advisor Pricing Pressure, Integration of Robo Advisor Technology, & Heavier Reliance on Video Technology)
• Growing International Opportunities for Robo Advisors & Hybrid Digital Advice Providers
• Growing Technology Market for Wholesale Robo Advisor Technology Offers
• 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