Published: 06 December 2019
Summary
Wealth management firms are moving from a self-service to a hybrid roboadvice model, but most still focus on mass affluent investors and their advisors. Wealth management CIOs must enhance their hybrid robo capabilities to support all client segments as well as the emerging cyborg advisor.
Included in Full Research
- Hybrid Roboadvice Solutions in the Near-Term
- How Hybrid Roboadvice Solutions Can Be Successful
- Four Current Approaches to Roboadvice
- Directing Away With No Involvement
- Directing Away With Oversight
- Customized Partnership
- Homegrown
- From Hybrid to Cyborg: Taking Enhanced Robo to the Next Level
- Why “Simple” Robos Are No Longer Sufficient
- Why “Cyborgs” May Be the Answer