Robo-Advisors
Get the latest news and insights on robo-advisors, and how these developments impact financial advisors, investors, the wealth management industry and more.
November 26, 2024
Robinhood’s Gallagher Drops Out of SEC Chair ConsiderationThe ex-SEC commissioner, now Robinhood's chief legal officer, said he's "committed" to the firm's millions of customers.
November 20, 2024
10 Best Performing Robo-Advisors: Q3 2024Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Schwab to Replace Its Advisor Robo OfferingClient accounts must be moved from the Intelligent Portfolios platform to Ameritrade's iRebal by the fourth quarter of 2025.
September 04, 2024
Vanguard Chops Robo-Advisor Minimum to $100Vanguard said it aims to boost investor access to the Digital Advisor platform.
August 20, 2024
10 Best Robo-Advisors: Q2 2024The robo industry has reached a mature phase, with over $1 trillion in assets, according to Condor Capital.
July 22, 2024
Kitces: 5 Industry Trends Reshaping Financial AdviceThe advice business has reached a generational turning point, the popular blogger says.
June 25, 2024
Vanguard Adds Short-Term Planning to Robo, Hybrid ServicesClients will be able to plan for goals less than 18 months away starting July 9.
June 24, 2024
Troublemakers, Be Warned: AI Is WatchingSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.