EY - The evolution of Robo-advisors and Advisor 2.0 model 2025

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The document discusses the evolution of Robo-advisors and the Advisor 2.0 model in the wealth management industry, highlighting trends such as decreased trust in traditional financial services, increased digital engagement, and the emergence of automated investment platforms. It contrasts fully automated Robo-advisors with human advisors enhanced by technology, emphasizing the importance of human interaction in financial advising. The paper also addresses challenges faced by Robo-advisors, including competition and client acquisition costs, while outlining how traditional firms are integrating technology to improve their services. Ultimately, it suggests a hybrid approach combining both models may be the future of investment management.

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What is the future of robo advice?

The market is poised for significant growth, with assets under management projected to reach $19.76 billion by 2025 and user numbers expected to hit 3.2 million by 2028. This surge reflects a broader trend fueled by rising financial awareness and a preference for digital-first solutions.

What is the evolution of the robo-advisory?

The evolution of robo-advisors represents a significant shift in the investment management landscape. From their origins as a response to the 2008 financial crisis to their current status as sophisticated financial planning tools, robo-advisors have democratized access to investment advice and management.

What is the difference between a robo-advisor and an investment advisor?

The main difference between robo-advisors and financial advisors is that robo-advisors are typically more cost-effective and less hands-on, while traditional financial advisors can charge higher fees but offer more in-depth financial management.

What is the history of robo-advising?

Originated in the late 2000s post-financial crisis. The first generation launched to offer low-cost, transparent investment options. Utilized advancements in AI and machine learning to enhance services.

What is the rise of the robo-advisor?

Robo-advisors have emerged as a key driver of financial inclusion, offering low-cost, automated investment management services to underserved populations. By eliminating high advisory fees and account minimums, these platforms make professional financial services accessible to individuals with modest incomes [20].

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What is the historical return of the robo-advisor?

Wealthfront has the top best 3-year trailing annualized return (5.51%) while Acorns has the best 1-year trailing return (23.65%) among robo-advisors analyzed.

What is the business model of a robo-advisor?

Robo-advisors typically generate revenue through management fees, often calculated as a percentage (0.25% to 0.75%) of the assets under management (AUM). The fees are usually lower than those charged by traditional financial advisors, making robo-advisors an attractive and cost-effective option for investors.

EY - The evolution of Robo-advisors and Advisor 2.0 model 2025

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What is the future of robo advice?

What is the evolution of the robo-advisory?

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What is the history of robo-advising?

What is the rise of the robo-advisor?

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