Outside Publication

The Evolution of Advice: The Current Regulatory Landscape for Digital Investment Advisers, The Investment Lawyer

July 2016

Automated investment advisory services are currently in a period of transformation.

These services, which leverage automated processes to deliver a low-cost alternative to a traditional investment adviser, have experienced tremendous growth in assets under management over the past few years. Industry analysts expect that the sponsors of these investment advisory programs, known as “digital” or “robo” investment advisers, will manage nearly $285 billion in assets by 2017.

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