Cerulli Associates

Digital Advice Could Offer a Solution For U.S. Consumers With Too Small Portfolios For Financial Advisors

Date:

Digital Advice Could Offer a Solution For U.S. Consumers With Too Small Portfolios For Financial Advisors

Author: Fórmate a Fondo

  1. The mass market and the lower end of the middle market are underserved by financial advisors
  2. Combining human and digital advice allows an advisor to scale their practice in such a way that he or she can profitably manage the smaller accounts of mass-market consumers