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Disrupting Finance: Digital Financial Advice

The Budding Revolution In Free Or Low-Cost Financial Guidance

    Why Read This Report

    Digital financial advice platforms deliver free or low-cost investment and other financial guidance to consumers who are planning for goals such as home ownership, education, and retirement. Startups like FlexScore, Jemstep, Personal Capital, and SigFig use software to create recommendations specific to the individual. They hope to appeal to consumers who cannot — or choose not to — get person-to-person advice. Previous generations of online advice have sputtered. But with consumer confidence in digital advice rising and technology improving, digital financial advice will be a disruptive force in retail financial services.
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    • 1. What is digital financial advice?
    • 2. Who are the main players?
    • 3. What problems are they trying to solve?
    • 4. What headway have they made?
    • 5. Should we be worried?
    • 6. How should we react?