This report will help users:
- Stay on top of the most recent trends in the digital advice market
- Understand the group of investors who are most likely to embrace digital advice services
- Discover the best practices key players in the digital advice space are using to create competitive advantages
- Evaluate how digital advice is shaping markets beyond retail investing, such as the defined contribution and life insurance markets
Download the study preview to receive:
1) Full study table of contents
2) List of exhibits
3) Introduction to the study
4) Study methodology
5) Firms featured in the study
Corporate Insight has closely tracked the digital advice market going back to 2012. We have live and/or demo accounts with most firms covered in the study, and have conducted numerous interviews with industry leaders and the entrepreneurs driving the fintech movement. Our analysts regularly attend fintech conferences to stay abreast of the latest developments within this constantly changing market and we are able to leverage our proprietary Monitor research and investor and advisor surveys conducted in the past 12 months for additional insights.
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For more information or to to order your copy of the study, please contact your CI Account Manager, or contact:
VP, Consulting Services
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