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Summary: Now they need to prove that they can survive the long game. In just a few years, an emerging group of digital RIAs — often characterized as “robo advisors” — have amassed over $16 billion in assets, according to New York–based research and consulting firm Corporate Insight. The leading players include Wealthfront, with about $1.6 billion in AUM; Betterment, with around $1 billion; and Personal Capital, at around $800 million.
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Summary: Robo-advisors have almost $16 billion in assets under advisement, according to Corporate Insight, and directly manage almost $4 billion. Furthermore, they’ve earned those assets in only a few years of providing online advice. There are limitations to using an online advice provider, though, according to Equity Institutional. The firm recently released a white paper addressing those limitations.
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Summary: We all know it: Technology is both extremely important and tedious. It's a headache that, when alleviated, lets us get on with the important work of planning for clients' financial lives, and lets us do it more effectively and efficiently than ever.But just deciding what to buy and when to upgrade — which is what advisers spend most of their money and time on — is only the start.
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Summary: Welcome to Research magazine's Advisor Hall of Fame, now in its 24th year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
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Summary: It’s fascinating to watch technology move to center stage as a critical part of helping investors communicate with their advisors, and have clarity and confidence in their financial future. A key player in this shift has been the robo-advisor.
