NetMeeting Playback - Digital Advice: Robos as Disruptor or Catalyst? (Members Only)

NetMeetingCerulli 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. 

In case you missed it, please access the playback materials below.

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

50 minutes