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Morningstar's Robo-Advisor Landscape

The digital advice landscape is rapidly evolving, but much of the industry’s potential remains untapped by both providers and investors. Robo-advisors enjoy several key differentiators, including cost, that could make them more appealing to smaller investors with lower wealth levels than a traditional financial advisor.

In our inaugural Robo-advisor Landscape report, we shed light on best practices and evaluate 16 leading providers based on their investment advisory fees and other costs, how they map investors to an appropriate asset mix, the quality of portfolio construction and diversification, and financial planning-related features.

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Research Library Morningstar's Robo-Advisor Landscape

What's Inside

  • A deep dive into the digital advice industry, including analysis of fees, portfolio contruction, and planning tools
  • An examination of the benefits and difficulties surrounding investors utilizing robo-advisors
  • Which robo-advisors are best suited for investors given their financial situations

Get the Report