Roboadvisors & Digital Wealth
Digital wealth management is a theme that has been unfolding since 2008. It involves the application of web, mobile and chat technology to the wealth management and financial planning industry. Most roboadvisors perform the function of risk assessment, data aggregation, asset allocation, trading and monitoring, performance reporting and ongoing client management. A rich ecosystem of B2C and B2B companies has developed, with many targeting the Millennial generation directly and financial advisors through an enterprise sale.
Review of our 2018 themes and a look-ahead to what matters in 2019
How Artificial Intelligence creates $1 trillion of change in the front, middle and back office of the financial services industry
Review of our 2017 themes and a look-ahead to what matters in 2018
How the Banking incumbents rank relative to each other, Tech firms and Startups on Fintech themes and capability to survive in the coming future
Making sense of blockchain, digital currencies, roboadvisors, wealthtech and other futurist themes within a unified, quantified framework