Three Key Questions This Report Will Answer:
WHAT'S IN THIS REPORT? In this report, Insider Intelligence examines hybrid robo-advisors' operational benefits for incumbents looking to diversify their offerings, and highlights how the pandemic has affected such companies.We define a maturity model for hybrid robo-advisors to showcase important features and capabilities that incumbents should take note of to find success, especially when it comes to adding human financial advice to digital products. The report also spotlights four key incumbent players in the US hybrid robo-advisor space—Charles Schwab, TD Ameritrade, Vanguard, and BlackRock—and evaluates their onboarding processes, technology and human advice, and pricing. Additionally, we discuss key considerations regarding their offerings.
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