Robo-Advisor Upgrade: Installing a Program for Profitability

Robo-advisors are developing new strategies to overcome three faults with their original business model: high client acquisition costs, outsized operating costs, and low revenue yields. We reassessed our 2015 report in light of evolving business models and concluded that select-robo advisors have a viable path to profitability.

In this report, you will learn:
  • The current state of robo-advisors in the wealth management landscape
  • New robo-advisor strategies to minimize costs, increase revenue, and expand service offerings
  • Why we have become more optimistic on the value of robo-advisors and digital advice providers