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

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At the end of 2018, $260 billion in AUM was held by U.S.-based robo-advisors