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Figure 2: Intent to Sign Up for Digital Wealth Offers from Tech Giants https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1581542307412-6CH4NCR8TTX72S1189N0/Trends+Image.jpg Insights - It's Not F@#$%!ng "Robo"! Figure 1: Year over Year Changes in Category Understanding of Digital Wealth Advice https://www.parameterinsights.com/insights/the-upstart-expansion monthly 0.5 2020-02-10 https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1578952489972-R8KLBYX12Z9ZALEEHNM0/Upstart+expansion+CAD.png Insights - The Digital Wealth Upstart Expansion? https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1578952457412-AM6I5VTMXUK85R6NIPZ6/Upstart+expansion+US.png Insights - The Digital Wealth Upstart Expansion? https://www.parameterinsights.com/insights/2019/11/6/discussing-slower-growth-of-digital-advice-and-how-understanding-consumers-differently-can-help monthly 0.5 2019-11-06 https://www.parameterinsights.com/insights/2019/5/21/robo-advisors-plot-more-growth-in-canadian-market-from-the-globe-and-mail monthly 0.5 2019-05-22 https://www.parameterinsights.com/insights/2019/4/2/literally-its-all-about-literacy monthly 0.5 2019-04-02 https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1554220893613-TDKE4XF2SP3KNM7S1E8I/Barriers+to+Digital+Wealth+Advice.jpg Insights - Literally, It's All About Literacy. Source: ParameterInsights Proprietary North American Consumer Surveys https://www.parameterinsights.com/insights/2019/3/4/check-out-josh-and-matt-reiner-chatting-wealth-management-trends-on-the-bridging-the-gap-podcast monthly 0.5 2019-03-04 https://www.parameterinsights.com/insights/learnings-from-over-3-years-of-studying-the-digital-wealth-advice-category monthly 0.5 2019-02-26 https://www.parameterinsights.com/insights/2018/12/3/all-is-not-as-it-seems-new-data-from-parameterinsights monthly 0.5 2018-12-04 https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1543930796587-9DS2KCJ9M75S6GWUAVM6/Satisfaction+US.png Insights - All Is Not As It Seems - New Data From ParameterInsights https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1543930823283-HVGP65EAP9NAMCFO1MAD/Satisfaction+CAD.png Insights - All Is Not As It Seems - New Data From ParameterInsights https://www.parameterinsights.com/insights/2018/11/30/no-fees-all-service-the-changing-landscape-of-online-discount-brokerages monthly 0.5 2019-10-01 https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1543585251161-OBN0F6WBR4ISM52OXBKC/ODB+Awareness+US.jpg Insights - No Fees, All Service: The Changing Landscape of Online Discount Brokerages US https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1543585326689-M1CDVW5JENWD1148OS9Z/ODB+Awareness+CAD.jpg Insights - No Fees, All Service: The Changing Landscape of Online Discount Brokerages Canada https://www.parameterinsights.com/insights/which-financial-service monthly 0.5 2018-07-26 https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1532627394364-P43K0XW6TYGUVPJ0STR3/caught+at+a+crossroads+fig.+1.jpg Insights - Caught at a Crossroads: Consumers see more technology pathways in their financial future but aren’t clear on which road to take 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https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1528810786023-6X6D1P76OONEW5J11WZR/table_5.png Insights - Robo or No Robo: Category Confusion is a Real Obstacle to Traction and Growth in Digital Wealth Management Table 1: Disconnect between conceptual familiarity and Brand Awareness in Canada and the US https://www.parameterinsights.com/insights/2018/6/5/newest-2018-digital-wealth-research-is-here monthly 0.5 2018-07-26 https://www.parameterinsights.com/insights/2018/4/17/majority-consumers-optimal-for-digital-wealth-services monthly 0.5 2018-07-18 https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1523970745433-KFVQO3NKREFN0UI8U16M/Figures+1%2C+High+Attitudinal+Appeal+Consumers+%281%29.png Insights - More than 50% of consumers are attitudinally optimal for digital wealth services 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This Year https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1520623575004-B5IR10XAJCJMXKK93VRA/Ron+Shevlin+-+Smarter+Bank.jpg Insights - Top Fintech Books You Must Read This Year https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1520623698109-8K0IFJ7690X774JX4LRC/Chris+Skinner+-+Digital+Bank.jpg Insights - Top Fintech Books You Must Read This Year https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1520622298027-LKJLBFZL3XF44FTR55PQ/Brett+King+-+Augmented.jpg Insights - Top Fintech Books You Must Read This Year https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1520624001906-03JUN4L3FR0HYM2Q1OV3/Frits+Van+Paasschen+-+The+Disruptors%27+Feast.jpg Insights - Top Fintech Books You Must Read This Year https://images.squarespace-cdn.com/content/v1/58da615d20099e0a03a942b7/1520623824309-9WYUY8IY7OUTHV5EB92R/Chris+Skinner+-+Value+Web.jpg Insights - Top Fintech Books You Must Read This Year 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