Cerulli Associates believe that the market for digital advice will top $489 billion by 2020. Large direct-to-the consumer firms are surpassing the Silicon Valley start-ups that initiated the digital revolution. In addition, broker-dealers and RIAs are now exploring business models that will allow them to incorporate digital advice into their suite of advisory offerings while minimizing conflict with their human advisors.
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Key discussion topics include:
- The myth of robo advice
- The characteristics of a digital advisor
- How digital portfolios are constructed and assets are allocated
- The impact of digital advice on asset managers, distributors, and traditional financial advisors
- Future trends in digital advice
Arlen Oransky, SVP, Chief Membership & Programs Officer, MMI
Tom O'Shea, Associate Director, Cerulli Associates
Kevin P. Pohmer, President, Financial Guard