I listen to the webinar of CB Insights on robo-advisors. Here are my key take-aways as I am a board member in @Fundshop1
B2B Offering
There is a massive spikes in client accounts since the offering of B2B services. @Betterment reports 26k firms and 400 advisory firms using B2B services
Firms partnering with robo-advisors
Several banks and their investment wealth management arm are partnering with wealth tech startups with investments ...
... while others are taking the route of acquisitions
Insurers are entering the ETF game
Insurers are entering into ETFs with home-grown funds. 2017 vs 2016 = +30% and 2016 vs 2012 = 13x according to Bloomberg
Areas to watch
Voice and chatbot AI for robo-advisors could be the next step? Illustrative case of @Digit