Date Posted: Jun 08, 2021

Fintech Advisory Service Spring 2021

Direct-to-Consumer Robo-advice: In Pursuit of Competitive Advantage

For the robo-advice business, 2021 also marked an important milestone: exactly one decade since the current form factor of automated advice was born. The past decade has been characterized by learning, growth and innovation for the robo-advice pioneers, a practice which continues today. Many firms, however, now sit at a crossroads. They are no longer start-up insurgents, but rather, fast-growing scale-up businesses aiming to capitalize on their competitive advantages while searching for their next phase of growth.

This feature is an important read for those engaged in the wealth management technology ecosystem. It also provides a competitive compass for advice firms and asset managers looking to position their more traditional value proposition against what comes next in the digital advice realm.

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