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DALBAR's Robo-advisor Sample Report

DALBAR Canada Robo-Advisor

DALBAR's Robo-advisor Sample Report


From an industry that launched in 2012, reported estimates forecast robo-advisors will attract between two and five trillion dollars in assets under management in the US by 2020. How can firms in the traditional and digital advice spaces effectively position themselves to capitalize on this fast moving opportunity?

DALBAR’s free report gives insight on the Robo-advisor experience including snapshots of live chats, risk assessments, statements, and more.

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