Perhaps the biggest challenge to the investment case remains the low margins offered by these business models, possibly suggesting that a combined asset-management-advisors play like Vanguard might make the most sense given that Vanguard collects not only the slim advisor fee but also their own asset management fees . That said, the minimums required by Vanguard leave the space open for firms like Betterment and Wealthfront, which have picked up $13.5 billion and $10.2 billion in assets-under-management compared to Vanguard’s $101 billion.
Start Your Free Trial
Providing evolved investors and entrepreneurs with the information needed to build businesses that advance people, planet and profit. Get free access for 7 days - no credit card required.
The Bottom Line: Robo-Advisors
THIS ARTICLE IS EXCLUSIVE TO
Every day, we break down the most significant private market headlines and deals.
Company & Investor Profiles
Conversations with investors and entrepreneurs we are keeping an eye on.
Perspectives from Thought Leaders
Opinions from our network on the risks and opportunities seen in key business sectors.