Summary: For a long time, a key question raised about the financial advisory firms focused on when they would add a digital advice service. Now that so many firms have done so, the focus is on the future of digital wealth management, which includes legacy firms; the outside firms they partner with for digital offerings, like SigFig; and stand-alone robo-advisors like Betterment.
 Those firms that leverage digital advice to attract the next generation of clients, segment their existing client base by behavior or profitability, and ultimately, bring a high-end wealth management brand to the mass-affluent marketplace are the ones that will ultimately harness the competitive advantages of these innovative platforms.”Alois Pirker, Research Director, Aite Group's Wealth Management |
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