Whether any individual "robo advisor" firm survives is now beside the point.
The reality is that automated, algorithm-based investment management, portfolio rebalancing and, to some extent, advice is here to stay; so is digital technology that enables seamless onboarding and back-office efficiency.
Consumers will have access to powerful technology from digital-only firms, companies combining digital automation with human advisors and traditional financial advisory firms. The big questions going forward are who will be doing what in the digital advisory space -- and when and how they'll be doing it.
The following tip sheet handicaps ten of the top moves the advisory industry will be watching this year. Click here
for a single-page version. --Charles Paikert