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.
Robo-Advisors Came to Slay Industry Giants, but Instead Schooled Them
By Timothy WelshOnce thought to be the end of human advisors, this technology has instead helped the business focus and improve.
March 30, 2021
Banks, Wealth Managers and Fintech Disruptors Vie to Create 'Goldilocks' Retail ProductGoldman Sachs' Marcus introduced a product that is melding three customer-friendly aspects. But it's not alone.
March 29, 2021
BlackRock's iShares, Schwab Adding International Equity ETFs: Portfolio ProductsMeanwhile, John Hancock plans to liquidate a liquid alts fund.
March 11, 2021
Clients Want Advisors to Use the Latest Tech: Edward JonesThe BD says it has launched new online tools for clients.
March 09, 2021
Digital Financial Firm SoFi Buys a Bank, Seeks National Bank CharterThis is the latest move in the firm's strategy to become a comprehensive personal finance platform.
March 04, 2021
Betterment Acquires Wealthsimple's U.S. CustomersThe deal could add 17,400 customers with $190 million in assets.
February 25, 2021
What if Walmart Launches a Robo-Advisor?The fact that wealth management is a highly regulated industry may protect it from this threat for now, but likely not forever.
February 22, 2021
Goldman to Open Marcus Invest to In-House AdvisorsThe firm says it's working on a version for its 400 Personal Financial Management advisors.