Since July 2015, the digital advice market has grown tremendously. Incumbent firms, like Charles Schwab and Vanguard, are now leading forces in the shift to automated advice with the intention of broadening their customer bases and protecting market share. Our latest Next-Generation Investing study explores key trends and opportunities in the digital advice space, examines digital advice platforms from incumbent firms and leading fintech firms, and discusses the implications these technologies have for the financial services industry. 

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.

Get the study preview

For more information or to to order your copy of the study, please contact your CI Account Manager, or contact:

James McGovern
VP, Consulting Services

© 2016 Corporate Insight, Inc.

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