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.
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.
April 19, 2017
Will Robo-Advisors Be Terminated?The once great disrupters seem to have met their limitations. What should advisors expect from this technology now?
February 14, 2017
Baseball, Apple Pie and Robo-Advisors: US Dominates Robo MarketA report found adoption of robo-advisor services is heavily concentrated in the United States, with less than 1% of respondents in the UK, Germany and France using a robo.
January 24, 2017
9 Best Robo-Advisors for ConsumersIndustry giants fall short of independent startups in the robo race, according to NerdWallet.
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
November 17, 2016
Are Robo-Advisors Really Better Fiduciaries Than RIAs?Yes, digital advice platforms offer low fees, but is that enough to make them superior fiduciaries, or even fiduciaries at all?