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.
Vanguard Personal Advisor Services to Add 3 New Active Equity Funds
By Bernice NapachOnce added, the mutual funds will be part of a five-fund equity offer from Vanguard PAS.
August 12, 2021
iCapital Expands Pact With Bridgewater: Tech RoundupAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
August 02, 2021
Wealthfront Adds 2 Grayscale Cryptocurrency Trusts to Its PlatformThey are the Grayscale Bitcoin and Ethereum trusts.
July 01, 2021
Betterment Wants to Add Crypto With 'Guided Wrapper'The firm is mulling how to let investors access cryptocurrencies while maintaining its focus on long-term investing and education, CEO Sarah Levy says.
May 27, 2021
Gamification Offers Benefits, Risks to BDs and Clients: FINRAA FINRA panel also warned reps to be careful what they say in their social media posts.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 06, 2021
Empower Retirement to Offer Integrated Digital Financial ExperienceThe offering will integrate multiple financial accounts of an individual into one snapshot.
April 29, 2021
Robinhood to Double Its Registered Rep Force in 2021The recruits will provide customer service, not investment advice, the company says.