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Summary
This document, from a BofA Merrill Lynch report, presents survey data on the future of robo-advisor platforms. A majority of investors (51%) believe robo-advisor assets will surpass $1 trillion in the next 3-5 years, and they expect passive asset managers (40%) and large broker firms (28%) to be the primary beneficiaries of this trend. A low and transparent cost structure is seen as the main driver for the success of robo-advisors.
Organizations (2)
| Name | Type | Context |
|---|---|---|
| BofA Merrill Lynch | ||
| Bank of America Merrill Lynch |
Timeline (1 events)
2016 Future of Financials Conference
Key Quotes (2)
"Based on our polling questions, investors believe that the main beneficiaries of the robo advisor trend will be the passive asset managers (40%), followed by the large broker firms adding robo technology (28%) and the online brokers that have scalable robo platforms (21%)."Source
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Quote #1
"They also believe that the main driver of success for robo advisors will be a low and transparent cost structure (44%), followed by an efficient technology and user interface (25%)."Source
HOUSE_OVERSIGHT_014368.jpg
Quote #2
Full Extracted Text
Complete text extracted from the document (1,207 characters)
Chart 79: How significant do you think robo advisor platforms will become over the next 3-5 years?
60%
51%
50%
40%
35%
30%
20%
14%
10%
0%
Assets will surpass $1T
Assets will hit $500B then level out
Assets will hit $500B then decline
Source: BofA Merrill Lynch Global Research
60%
51%
50%
40%
35%
30%
20%
14%
10%
0%
Assets will surpass $1T
Assets will hit $500B then level out
Assets will hit $500B then decline
Source: BofA Merrill Lynch Global Research
Based on our polling questions, investors believe that the main beneficiaries of the
robo advisor trend will be the passive asset managers (40%), followed by the large
broker firms adding robo technology (28%) and the online brokers that have
scalable robo platforms (21%). They also believe that the main driver of success for
robo advisors will be a low and transparent cost structure (44%), followed by an
efficient technology and user interface (25%).
robo advisor trend will be the passive asset managers (40%), followed by the large
broker firms adding robo technology (28%) and the online brokers that have
scalable robo platforms (21%). They also believe that the main driver of success for
robo advisors will be a low and transparent cost structure (44%), followed by an
efficient technology and user interface (25%).
Chart 80: Which firms will benefit the most from the robo advisor trend?
45%
40%
40%
35%
30%
28%
25%
21%
20%
15%
9%
10%
5%
2%
0%
Passive asset managers
Large broker firms adopting robo technology
Online broker robo platforms that have scale
Independent B2C robo advisor firms
Robo advisor firms that have a B2B model
Source: BofA Merrill Lynch Global Research
45%
40%
40%
35%
30%
28%
25%
21%
20%
15%
9%
10%
5%
2%
0%
Passive asset managers
Large broker firms adopting robo technology
Online broker robo platforms that have scale
Independent B2C robo advisor firms
Robo advisor firms that have a B2B model
Source: BofA Merrill Lynch Global Research
54
2016 Future of Financials Conference | 17 November 2016
Bank of America
Merrill Lynch
HOUSE_OVERSIGHT_014368
2016 Future of Financials Conference | 17 November 2016
Bank of America
Merrill Lynch
HOUSE_OVERSIGHT_014368
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