Ivey Publishing
Nest Wealth Asset Management Inc.
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13 pages (11 pages of text)
Product Type:
Case (Field)
Nest Wealth Asset Management Inc. (Nest) was a new Canadian robo-adviser based in Toronto. The company competed not only against large incumbents such as Canadian banks but also against other financial technology start-ups. In April 2015, Nest's main competitor had just aligned with a significant partner that had abundant financial resources and broad market access. Nest's chief executive officer needed to consider the best option for the company's future: Should he maintain the current business-to-consumer model by maintaining a focus on scaling and expanding Nest's consumer base, or should he explore a business-to-business model by leveraging Nest's technological capability and offering technology to human advisers?
Learning Objective:
The case explores digital disruption in the context of wealth management and robo-advice and can be used to fulfill several diverse learning objectives. At its core is a class on fundamental strategy for new firms competing against large incumbents. After working through the case and assignment questions, students will be able to
  • explain digital disruption in the modern era, specifically in terms of financial advice;
  • discuss the value created by human financial advisers; and
  • determine where and how the value created by human financial advisers may be enhanced or threatened by digital advice.
    General Management/Strategy,  Entrepreneurship
    Finance and Insurance
    Canada, Small, 2015
    Intended Audience:
    $4.25 CAD / $4.25 USD Printed Copy
    $3.75 CAD / $3.75 USD Permissions
    $3.75 CAD / $3.75 USD Digital Download
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