Goldman has in the past considered expanding Ayco, a wealth advisory firm it purchased in 2003, as a way to push more deeply into the mass affluent segment, the people added.
知情人士补充道,高盛曾经考虑通过扩大其于2003年购入的财富咨询公司Ayco的规模,从而进一步打入大众富裕阶层。
While the robo-advice market was initially developed by startups such as Wealthfront and Betterment with ambitions of upending the traditional financial advice sector, large firms such as Charles Schwab and Vanguard have launched similar services.
虽然最初,是Wealthfront和Betterment等创业公司开发了机器人咨询市场,以期颠覆传统的金融咨询行业。但是像嘉信理财和先锋集团这样的大型公司也开展了类似的服务。
Other large firms are partnering with or buying existing players.
其他的大型公司则开始与已有的机器人咨询公司合作,或者收购它们。
UBS and Wells Fargo are partnering with online financial adviser SigFig, while BlackRock acquired FutureAdvisor.
瑞银和富国银行与在线财务顾问SigFig合作,而黑石集团则收购了FutureAdvisor。
Morgan Stanley is launching its own robo-advisor later this year, primarily for the children of its existing clients. CEO James Gorman has said that firms which combine digital and human advice will be more successful in the future.
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