"The
Report Robo-Advisors: Mapping the Competitive Landscape provides
information on pricing, market analysis, shares, forecast, and
company profiles for key industry participants. -
MarketResearchReports.biz"
The
wealth management industry has long been resilient to the
digitization process observed in the wider financial services space.
This has started to change, however, with interest in robo-advice
platforms increasing in 2015. The automated investment management
space is hence becoming ever-more competitive as new entrants launch
propositions. Supported by software developers, traditional wealth
managers have also started exploring the digital advice market.
Competition will thus increase further, although robo-advisors are
still looking for business models that will appeal to HNW
individuals.
View Report At
http://www.marketresearchreports.biz/analysis/712137
Key Findings
- Regulators have not been able to keep up with the growing popularity of automated advice solutions. This creates an opportunity for industry leaders to have a direct impact on how the regulatory environment around robo-advice is designed.
- The US is the home market of low-cost robo-advice, as self-directed investors are driven by price sensitivity above all else.
- New entrants across the globe are introducing innovations to the automated advice space.
- Most wealth managers focused on the HNW segment do not consider robo-advisors a threat to their business, as the wealthiest individuals show limited interest in robo-advice.
- Robo-advisors that emerged as startup companies will partner with incumbents to attract more assets to their platforms.
Synopsis
Verdict
Financials Robo-Advice: Mapping the Competitive Landscape looks at
the growing robo-advice market. As the industry lacks clear
definition of what robo-advice is, we clarify the differences between
various automated investment platforms. Case studies of the most
successful and established robo-advisors provide insight on what
features appeal to clients and why. Drawing on our 2015 Global Wealth
Managers Survey the report specifically analyzes HNW investors
attitudes toward automated advice. Established software vendors
activity in the robo-advice space is also covered.
Download
Sample copy of this Report at :
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Specifically the report:
- Defines robo-advice, providing an overview of its history so far and regulators approach to services provided by automated advice platforms.
- Provides case studies of successful robo-advisors operating in a number of markets, including the US, the UK, Switzerland, and Australia.
- Identifies the digital platform features that appeal to HNW investors.
- Analyzes wealth managers attitudes towards robo-advice.
- Looks at the benefits of partnerships between robo-advisors and competitors operating traditional business models.
ReasonsToBuy
- Understand what robo-advice is and how it affects traditional wealth managers.
- Recognize regulators approach to robo-advice and the guidelines to consider when launching digital investment platforms.
- Learn best practice from established automated advice providers case studies.
- Discover how automation can be beneficial to your companys operations, particularly in relation to advisor efficiency.
- Identify the markets with the highest growth potential in the automated investment space.
Table of Contents
EXECUTIVE
SUMMARY
The
robo-advice market will grow as traditional players launch digital
platforms
Key
findings
Critical
success factors
DEFINING
ROBO-ADVICE
Robo-advisors
are digital investment management platforms
The
first client-facing robo-advisors were founded in 2008
Robo-advisors
were preceded by PFM tools
Automated
advice platforms are often fintech startup companies
B2C
robo-advisors have been evolving, with traditional players building
their platforms
Robo-advice
has also entered the B2B space
Financial
advisors can use existing solutions initially designed for the B2C
market
Robo-advice
platforms are now offered by IT software developers
Regulators
are increasing the scrutiny on automated advice
Regulators'
attitudes towards robo-advice differ between markets
The
industry should use the robo-advice label carefully
CLIENT-FACING
ROBO-ADVISORS COMPETITIVE LANDSCAPE
The
US is the home of robo-advice
US
robo-advisors operate three typical business models
The
vanilla US robo-advisors appeal to cost-sensitive investors looking
for simplicity
Hybrid
business models leverage the digital channel to offer advice provided
by humans
Robo-advisors
have to introduce unique features to succeed in the long term
UK
robo-advisors have been lacking recognition
The
uptake of digital platforms in the UK differs from the US
Few
digital players have obtained advisory permissions
Major
UK competitors offer non-advised digital discretionary asset
management
Business
models in other markets mostly follow US and UK competitors
Theme-based
investing can engage clients more
More
advanced portfolio management strategies could attract sophisticated
investors
Few
robo-advisors operate in more than one market
Universal
financial services providers have the resources to launch innovative
platforms
Wealth
managers are not concerned by robo-advisor competition
HNW
individuals in developed markets show little interest in robo-advice
Robo-advisors
are not sophisticated enough to compete with traditional wealth
managers
Human
relationships remain vital for HNW investors
AUTOMATED
INVESTMENT TOOLS FOR HUMAN ADVISORS
Relationship
managers can be more efficient when backed by technology
Retail
robo-advisors should be interested in partnerships with human
advisors
Betterment
Institutional partnered with Fidelity
Hedgeable
and Scalable Capital offer investment management for institutions
RBC's
advisors will be using FutureAdvisor's capabilities
Jemstep
started as a client-facing platform but shifted to work with advisors
Automated
advice platforms are becoming a standard product offered by banking
software developers
Envestnet
built the Advisor Now portal
Additiv
offers software incorporating automation at four different levels
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