Robo Advice Revolution or Evolution? Including Robo advice, automated financial planning, financial advice, brokerage, fund platforms

Apr 7, 2017

Robo advice is one of the most important trends in the market, and this report gives a comprehensive assessment of the based on discussions with all the leading players globally.

Pune, India - April 7, 2017 /MarketersMedia/ —

Robo Advice: Revolution or Evolution? Including: Robo advice, automated financial planning, financial advice, brokerage, fund platforms covering: Australia, Europe, UK, USA. Robo advice is not a new concept, but is gaining a lot of global attention. There are far fewer pure robos than the media would have us believe. Focus is on automated investment management; there are very few automated advice propositions. Early movers built from scratch, but start-ups are now seeking to build partnerships with established players

Get Complete Report on Robo Advice: Revolution or Evolution? Including: Robo advice, automated financial planning, financial advice, brokerage, fund platforms covering: Australia, Europe, UK, USA. Report spread across 250 pages available at: http://www.reportsnreports.com/reports/652214-robo-advice-revolution-or-evolution-including-robo-advice-automated-financial-planning-financial-advice-brokerage-fund-platforms-covering-australia-europe-uk-usa.html

Markets Covered: robo advice, automated financial planning, financial advice, brokerage, fund platforms
Companies profiled: Betterment, Financial Guard, FutureAdvisor (a BlackRock Company), Intelligent Portfolios from Charles Schwab, Inc., LearnVest Inc., Personal Capital, SigFig Wealth Management LLC, Vanguard PAS, Wealthfront, Inc, WiseBanyan, Inc, Easy Folio, eValue (Investment Solutions), Fintego Managed Depot, Ginmon GmbH, Marie Quantier, MoneyFarm, Nutmeg Savings & Investment Limited, Parmenion (Aberdeen Asset Management), Quirion (Quirin Bank AG), Scalable Capital, True Wealth Inc., vaamo Finanz AG, Wealthify, Wealth Objects Limited, Wealth Wizards, Yomoni, Clover.com.au, Decimal Software Ltd, Ignition Wealth (Ignition Direct), QuietGrowth, Stockspot.

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Table of Contents:
Executive Summary:
Robo advice is not a new concept, but is gaining a lot of global attention. There are far fewer pure robos than the media would have us believe. Focus is on automated investment management; there are very few automated advice propositions. Early movers built from scratch, but start-ups are now seeking to build partnerships with established players Low cost automated investments will become the core building block of financial planning
Many of the ‘me too’ automated investment propositions will fall by the wayside unless they continue to develop. The market for automated investment management services will grow significantly, but hybrids will be the dominant model.The addressable market for virtual advice is huge, but very few propositions have come forward to meet this demand

What Is Robo Advice?
Robo advice: a catch all term for remotely delivered wealth management Defining ‘robo advice’
• Automated investment management solutions are the dominant model; but how automated are they?
There are only a handful of automated financial planning propositions in the market today
• Why is ‘robo advice’ under the spotlight?
Propositions are only as good as the algorithms

Emerging Business Models:
Pure play start-ups have led the charge to date. The cost of acquisition is the elephant in the room for start-ups. Re-focus on the B2B market to drive profitability. Industry stalwarts are now seeing the potential of automation; and have important strategic advantages over the start-ups
• Which play will the current incumbents make – build, partner, or buy?
In the B2B space, robo for advisers is nothing new, but some are now embracing the opportunity to expand the reach of their business. Robo advice will place widespread pressure on margins and fees. The impact on the advice market will take longer to play out, and will result in advisers ultimately moving up the advice value chain

Size and Growth of the Global Market:
Robo advice growth is about to take off. Drivers for global growth. Robo advisors are everywhere, but the US still dominates the global landscape. The US still presents the best market opportunity and will continue to drive global growth. Global forecasts for robo advice

Key Highlights
• Markets Covered: robo advice, automated financial planning, financial advice, brokerage, fund platforms
• Companies profiled: Betterment, Financial Guard, FutureAdvisor (a BlackRock Company), Intelligent Portfolios from Charles Schwab, Inc., LearnVest Inc., Personal Capital, SigFig Wealth Management LLC, Vanguard PAS, Wealthfront, Inc, WiseBanyan, Inc, Easy Folio, eValue (Investment Solutions), Fintego Managed Depot, Ginmon GmbH, Marie Quantier, MoneyFarm, Nutmeg Savings & Investment Limited, Parmenion (Aberdeen Asset Management), Quirion (Quirin Bank AG), Scalable Capital, True Wealth Inc., vaamo Finanz AG, Wealthify, Wealth Objects Limited, Wealth Wizards, Yomoni, Clover.com.au, Decimal Software Ltd, Ignition Wealth (Ignition Direct), QuietGrowth, Stockspot.
• Geographies: Australia, Europe, UK, USA.
• Time series: Current and five years forecast assets under management.
• Infographics: fifty high-quality conceptual and data driven illustrations.
• Analysis: Definitions and segmentations, business models, success factor analysis, market drivers, market background, competitive and regulatory characteristics. Company positioning, developments and workflow analysis.
• Research: The report is based on 25+ interviews with many of the leading players in the global robo advice market. It draws on exhaustive secondary research.
• Authors: The report’s authors draw on over 60 years of collective senior research experience in the financial and technology sectors.

Get This Report: http://www.reportsnreports.com/purchase.aspx?name=652214

Reasons to Buy
• Develop strategies based on what robo advice is and what it means in today’s market.
• Choose your approach to the market based on the industry’s emerging business models.
• Plan innovative strategies based on the ‘What Will The Winners Look Like’ section.
• Facilitate decision making on the basis of forecast market data.
• Benchmark performance against key competitors by understanding their market positioning, offerings, portfolios and workflows.
• Identify investment opportunities.
• Target your key markets with detailed market, competitive, regulatory and trend information for the US, UK and European, and Australian markets.
• The report supports your internal and external presentations with reliable high quality data, analysis and 50 attractive and informative graphics.

About Us:
Reportsnreports.com is an online database of market research reports offer in-depth analysis of over 5000 market segments. The library has syndicated reports by leading market research publishers across the globe and also offer customized market research reports for multiple industries.

Contact Info:
Name: Ritesh Tiwari
Email: [email protected]
Organization: ReportsandReports
Phone: + 1 888 391 5441

Source URL: http://marketersmedia.com/robo-advice-revolution-or-evolution-including-robo-advice-automated-financial-planning-financial-advice-brokerage-fund-platforms/175419

For more information, please visit http://www.reportsnreports.com/reports/652214-robo-advice-revolution-or-evolution-including-robo-advice-automated-financial-planning-financial-advice-brokerage-fund-platforms-covering-australia-europe-uk-usa.html

Source: MarketersMedia

Release ID: 175419

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