[NEW REPORT] Digital Wealth Management: insider_intel explains what makes the digital wealth management market worthwhile for incumbents and how they can find success in the space
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Although they only hold a fraction of the more than $43 trillion in investable assets under management in North America, digital wealth management adoption is set to grow in the future — presenting an opportunity for fintechs and incumbents alike.Digital wealth managers, also called robo-advisors, came into existence after the financial crisis in 2008, when fintechs aimed to simplify and democratize wealth management services.
Our outreach process involved exclusive interviews across three providers in May 2020, while Personal Capital's profile is based on desk research and email conversations with the company due to interviewee unavailability. Additionally, we discuss why more incumbents should offer robo-advisory services, and define a digital maturity model for robo-advisors to showcase important features and capabilities that incumbents should take note of to find success.
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