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.
Goldman Unleashes Digital Investment Platform for the Masses
By Bernice NapachMarcus Invest has a $1,000 minimum and a 0.35% annual advisory fee.
February 27, 2020
Should You Call Clients When the Market Tanks? Of Course!Here are 10 reasons why you should pick up the phone.
August 20, 2019
Acquisitions and Closings Mean Fewer Independent Robo-AdvisorsThe latest deal: Capital One's purchase of United Income.
July 25, 2019
Another Robo-Advisor Bites the DustSwell Investing, which specializes in socially responsible portfolios, is closing down as of the end of August.
July 13, 2018
Robo-Advisor Hedgeable Is Closing. Who's Next?The "market of independent automated investment services is saturated," Bill Winterberg says.
February 06, 2018
Fidelity Reports Web Issues Day After Robo-Advisor Sites CrashFidelity Investments had intermittent issues with its website a day after robo-advisors struggled in the market rout.
January 10, 2018
Robo-Advisors Key to Snagging Millennials for Wealth ManagersBy automating services, millennials, and those with lower incomes, may find it easier to invest.
July 13, 2017
Fitch: Robo-Advice a Net Positive for Wealth ManagersAutomated advice should allow for better client interactions and better client segmentation, Fitch analysts say.