Big names have entered the digital advice race in the United States this year, and Aite Group anticipates that more will do so in 2018. What does the ongoing entry of large wealth incumbents mean for the industry? It signals that a wave of robo-startups (some launched a decade ago) have a very limited time to demonstrate measurable traction when gathering client assets, or they will have to exit the market.
Attend this webinar with Aite Group senior analyst Javier Paz as he shares some key insights from his recent report, U.S. Digital Advice: Consolidation, Fee Disruption, and the Battle of the Brands. The webinar will discuss the extent to which consolidation is taking place in the U.S. digital advice sector and highlight how this new growth stage is introducing a battle centered on major financial brands.
Key discussion points:
- Leaders to watch and startups at risk
- Disruptive models at play
- Consolidation emerging over the medium term
Aite Group Wealth Management clients can access the full webinar by logging into our website.
For more information about this topic or other Aite Group services, please contact us at firstname.lastname@example.org.
Javier Paz is a senior analyst within Aite Group's Wealth Management practice. In this role, Mr. Paz examines brokerage trends in business, regulation, and technology across asset classes. Areas of particular expertise include retail FX and other self-directed trading, trader/investor segmentation, front-end trading technology, and margin-trading regulations.