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BANKING ON DISRUPTION: Wealth management in the machine age

Will new entrants digitally disrupt traditional wealth management firms?

Robo-advisory wealth management services are low cost, convenient and customizable to the goals of the individual customer. While new entrants have a competitive edge in using the robo-advisor’s business model, it remains to be seen whether they can digitally disrupt and snatch wealth management market share from the incumbent banks.

 

Aroop Gupta

Visiting Research Fellow at the Christensen Institute from TCS

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