Next-Generation Investing 2015: Digital Advice Matures is our new comprehensive study on the leading investing and personal-finance related startups in the digital advice industry. The study covers the past, present and future of these fintech firms and provides particular value to firms facing the decision to buy, build or white-label a new financial technology solution.
The study will include:
Profiles of several dozen digital advice providers with an emphasis on strengths and weaknesses of each firm
Detailed analysis of how different business models and services have evolved since we first began tracking the fintech space in 2012
An examination of the proprietary digital advice platforms recently launched by incumbent players like Charles Schwab, TradeKing and Vanguard
Please complete the form to download your complimentary preview featuring excerpts on algorithm-based advice and online financial planning tools from the study!