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**Document Image Extraction** **Header:** Bank of America Merrill Lynch **Footer:** HOUSE_OVERSIGHT_014368 **Page Number:** 54 **Conference Information:** 2016 Future of Financials Conference | 17 November 2016 **Chart 79: How significant do you think robo advisor platforms will become over the next 3-5 years?** * Assets will surpass $1T: 51% * Assets will hit $500B then level out: 35% * Assets will hit $500B then decline: 14% **Source:** BoFA Merrill Lynch Global Research **Chart 80: Which firms will benefit the most from the robo advisor trend?** * Passive asset managers: 40% * Large broker firms adopting robo technology: 28% * Online broker robo platforms that have scale: 21% * Independent B2C Robo advisor firms that have a B2B model: 9% * Robo advisor firms that have a B2B model: 2% **Source:** BoFA Merrill Lynch Global Research **Chart 79: How significant do you think robo advisor platforms will become over the next 3-5 years?** * Assets will surpass $1T: 51% * Assets will hit $500B then level out: 35% * Assets will hit $500B then decline: 14% **Source:** BoFA Merrill Lynch Global Research **Chart 80: Which firms will benefit the most from the robo advisor trend?** * Passive asset managers: 40% * Large broker firms adopting robo technology: 28% * Online broker robo platforms that have scale: 21% * Independent B2C Robo advisor firms that have a B2B model: 9% * Robo advisor firms that have a B2B model: 2% **Source:** BoFA Merrill Lynch Global Research