Technology has fundamentally changed the financial advice industry. What's next?
Whitepaper | A decade of disruption
In the last decade, investor expectations have been reshaped by technological advancements and the financial crisis. While a majority of investors still seek the advice of a trusted advisor, today's clients are looking for a more hands-on role in managing their investments. Advances in financial technology have made combining personalized advisor advice with self-service investing tools possible.
In this whitepaper, you will learn:
- How the digital age changed investor perceptions and the financial services industry
- How AI turns data into actionable insight
- How business models are evolving
- How to prepare for the future with digitally enabled advice
At the end of 2018, $260 billion in AUM was held by U.S.-based robo-advisors