Morningstar
Robo-Adviser Upgrade: Installing a Program for Profitability
Robo-advisers are developing new strategies to overcome three faults with their original business model: high client acquisition costs, outsized operating costs, and low revenue yields. We reassessed our 2015 report in light of evolving business models and concluded that select-robo advisers have a viable path to profitability.
In this report, you will learn:
The current state of robo-advisers in the wealth management landscape
New robo-adviser strategies to minimize costs, increase revenue, and expand service offerings
Why we have become more optimistic on the value of robo-advisors and digital advice providers










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