Technology, regulatory, and economic developments have put pressure on wealth management incumbents and opened the door to automated investment advisors offering a low-cost, transparent, and seamless digital experience. How should banks, brokerages, and other providers respond to this competitive threat as well as to the broader shift in market power from the institution to the investor? In this webinar, Celent senior analyst William Trout describes the extent to which incumbents have been able to co-opt the robo advisor vision and the ways both incumbents and independents can differentiate themselves going forward.

He also presents Celent’s analysis of the latest robo advice developments in Asia.

For more information about this event, please contact Yuya Fukumori at yfukumori@celent.com.