2022 Robo-Advisor Landscape

Morningstar

Research

45 Pages

Morningstar’s manager research team maps the evolving US robo advisor industry, comparing business models, portfolios, pricing and levels of human guidance. They highlight how competition has pushed many offerings toward similar asset allocations, even as user experience and advice depth still differ meaningfully.

Date Published: March 31, 2022

Key Takeaways

Business models: Providers range from low touch digital only platforms to hybrids that add human advisors and broader planning tools.
Portfolio design: Most robos rely on diversified ETF portfolios, but asset class breadth, tilts and tax management features vary.
Client fit: The right platform depends on an investor’s need for guidance, customization, service model and comfort with digital delivery.
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