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The Way to Go Robo: Customers Should Drive Approaches to Robo-Advisory


Over the last decade, we’ve seen tremendous changes in how the advisory industry provides and delivers services. More than ever, the roboadvisory has become a substantial part of the conversation—and the benefits are enticing.

Instead of the traditional, human-based advisory system favored in the past, roboadvisories can offer investors a number of distinct advantages. These include increased transparency into investment options and decisions; increased accessibility through low or no-minimum and fees; and enhanced customer experience via the web and mobile apps.

Robos can also handle more rote tasks, including portfolio optimization and analysis, portfolio monitoring and rebalancing, and performance reporting and portfolio manager communications—saving the business and customer time and resources.

Roboadvisors currently account for approximately $400 billion in assets under management (AUM) and several well-known institutes predict that roboadvisors will manage $489 billion in assets by 2020 and $16 trillion in assets by 2025. This means within the next eight years, roboadvisors will manage three times as many assets as BlackRock, the world’s biggest asset manager, does today.