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.

Industry Analyses

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Featured
#Augmented Finance
#Augmented Finance

How Artificial Intelligence creates $1 trillion of change in the front, middle and back office of the financial services industry

2018 Fintech & Crypto Predictions
2018 Fintech & Crypto Predictions

Review of our 2017 themes and a look-ahead to what matters in 2018

#Bankosaurus
#Bankosaurus

How the Banking incumbents rank relative to each other, Tech firms and Startups on Fintech themes and capability to survive in the coming future

#Fintech Phenomenon
#Fintech Phenomenon

Making sense of blockchain, digital currencies, roboadvisors, wealthtech and other futurist themes within a unified, quantified framework

Commentary

Featured
roboadvisors, crypto, hedge fund, wealth management, regtech, regulation
Crypto Funds, RIAs, Regulations in a Box
roboadvisors, crypto, hedge fund, wealth management, regtech, regulation
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roboadvisors, crypto, hedge fund, wealth management, regtech, regulation
venture capital, capital markets, roboadvisors, neobank
Can Robinhood and Acorns grow into their Valuations?
venture capital, capital markets, roboadvisors, neobank
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venture capital, capital markets, roboadvisors, neobank
venture capital, asia, roboadvisors, payments, fintech
$5 Billion Week in Private Equity for Fintech
venture capital, asia, roboadvisors, payments, fintech
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venture capital, asia, roboadvisors, payments, fintech
artificial intelligence, chatbots, regtech, roboadvisors, neobank, capital markets, insurtech, digital lending
$1 Trillion in Exposure from Artificial Intelligence on Finance.
artificial intelligence, chatbots, regtech, roboadvisors, neobank, capital markets, insurtech, digital lending
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artificial intelligence, chatbots, regtech, roboadvisors, neobank, capital markets, insurtech, digital lending
roboadvisors, asset management, attention economy, neobank
Investment Management Fees Approach $0
roboadvisors, asset management, attention economy, neobank
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roboadvisors, asset management, attention economy, neobank
roboadvisors, asset management, neobank, bankosaurus
Roboadvice B2C and Incumbent Collision
roboadvisors, asset management, neobank, bankosaurus
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roboadvisors, asset management, neobank, bankosaurus
roboadvisors, digital lending, neobank, attention economy
Should Roboadvisors Maximize Assets or Accounts?
roboadvisors, digital lending, neobank, attention economy
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roboadvisors, digital lending, neobank, attention economy
asia, hyperledger, blockchain, roboadvisors, GAFA, culture
The Value of Centralized Vision
asia, hyperledger, blockchain, roboadvisors, GAFA, culture
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asia, hyperledger, blockchain, roboadvisors, GAFA, culture
roboadvisors, bitcoin, asset management, neobank, bankosaurus, artificial intelligence
The Flipside of Digital Wealth
roboadvisors, bitcoin, asset management, neobank, bankosaurus, artificial intelligence
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roboadvisors, bitcoin, asset management, neobank, bankosaurus, artificial intelligence
fintech, roboadvisors, neobank, insurtech, digital lending, real estate, crowdfunding, asset management
Digitization of All Asset Classes
fintech, roboadvisors, neobank, insurtech, digital lending, real estate, crowdfunding, asset management
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fintech, roboadvisors, neobank, insurtech, digital lending, real estate, crowdfunding, asset management
roboadvisors, wealth management, venture capital
Tigercub Roboadvisor Roaring
roboadvisors, wealth management, venture capital
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roboadvisors, wealth management, venture capital
fintech, blockchain, roboadvisors, API, bank as a service
Prediction Surprises for 2017 and a Year in Review
fintech, blockchain, roboadvisors, API, bank as a service
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fintech, blockchain, roboadvisors, API, bank as a service
roboadvisors, payments, asia, attention economy
PayPal Plus Acorns Looks like Asian Fintech
roboadvisors, payments, asia, attention economy
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roboadvisors, payments, asia, attention economy
roboadvisors, attention economy, wealth management
Schwab Digital Wealth Takeaways
roboadvisors, attention economy, wealth management
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roboadvisors, attention economy, wealth management
bankosaurus, roboadvisors, neobank
Wells Fargo Roboadvisor and Neobank
bankosaurus, roboadvisors, neobank
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bankosaurus, roboadvisors, neobank
roboadvisors, wealth management, asset management
BlackRock All Chips on Digital Wealth
roboadvisors, wealth management, asset management
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roboadvisors, wealth management, asset management
roboadvisors, wealth management
$2 Trillion and 10 Million Accounts
roboadvisors, wealth management
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roboadvisors, wealth management
roboadvisors, asset management
Who is the Worst Performing Roboadvisor?
roboadvisors, asset management
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roboadvisors, asset management
GAFA, artificial intelligence, API, chatbots, neobank, roboadvisors
Amazon Lex for Wealth Management & Banking
GAFA, artificial intelligence, API, chatbots, neobank, roboadvisors
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GAFA, artificial intelligence, API, chatbots, neobank, roboadvisors
roboadvisors
Independent Broker/Dealer LPL robo-future
roboadvisors
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roboadvisors
roboadvisors
Betterment Raises $70mm, Simplifies Service
roboadvisors
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roboadvisors
roboadvisors
Wealthfront or Morgan Stanley?
roboadvisors
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roboadvisors
roboadvisors
KeyBank buys HelloWallet from Morningstar
roboadvisors
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roboadvisors
roboadvisors
Robo HSBC, Credit Suisse and Morgan Stanley
roboadvisors
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roboadvisors
roboadvisors
RBC Backs-off FutureAdvisor
roboadvisors
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roboadvisors
roboadvisors
Envestnet and Robotech
roboadvisors
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roboadvisors
roboadvisors, neobank, digital lending
Wealthfront Offers Portfolio Lines of Credit
roboadvisors, neobank, digital lending
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roboadvisors, neobank, digital lending
roboadvisors, artificial intelligence, neobank
Innovate Finance goes Divine
roboadvisors, artificial intelligence, neobank
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roboadvisors, artificial intelligence, neobank
roboadvisors
Goldman Building Own Robo
roboadvisors
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roboadvisors
roboadvisors
Morgan Stanley Hires Humans to Train Humans on Roboadvisors
roboadvisors
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roboadvisors

Insights