But there’s a problem…..and if industry leaders (and regulators) don’t consider it there are risks of catastrophic outcomes, even amidst such a boondoggle of opportunity, both in the short and the long term.
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There is a sentiment percolating in some corners of the financial services’ ivory towers that what’s been called “Robo-advice” is a failure. But there’s much more to the story.
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Read what consumers think about the factors that are important to them when choosing a savings or investing option.
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Check out my discussion with Craig Iskowitz on the ItzOnWealthTech podcast where we riff on the current state of digital wealth advice.
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Some of ParameterInsights’ latest research reveals that 51.9% of Americans and 54% of Canadians are not following any kind of financial plan. While only 8.4% of Americans and 7.1% of Canadians report to be following a plan “very closely”. Needless to say, this represents a huge opportunity for consumers as digital wealth offers work to incorporate planning capabilities to their wealth offers.
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