Evalueserve

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The asset and wealth management industry is going through a revolution.

Competition is intensifying, prices are becoming more transparent in response to regulation and fees are under pressure. At the same time, investors’ expectations are constantly evolving, and technology is offering them radically new ways to access financial services – including automated advice from robo-advisors.

In this industry insights paper, we look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it:

  • How the financial services landscape is changing
  • The current and future growth of robo-advice
  • How firms are developing their robo-advice capability, both internally and through alliances and mergers

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