New Accenture research of more than 1,300 investors shows that the future of wealth management is not a choice between humans and robots. It is, instead, the best of both worlds—the low cost and analytics inherent in robo-advice, combined with the nuanced human touch for more complex or sensitive wealth management situations.
What are investors looking for from their wealth management firm in terms of an advice model?
While most are happy with their current models, our latest study shows Millennials and Gen Xers already tend to use mainly a hybrid model, while 68 percent of Emerging Wealthy and High-Net-Worth investors already prefer hybrid models to a traditional advice model.
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