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 30, 2015
Can Robo-Advisors Really Be Fiduciaries?Can robo-advisors "be neatly placed within our existing laws," SEC Commissioner Kara Stein asks, "or do we need certain tweaks and revisions?"
October 21, 2015
5 Reasons Most Robo-Advisors Are Not, in Fact, AdvisorsEvery advisor should read Melanie Feins report highlighting robos shortcomings, Bob Clark writes, suggesting "digital brokerage platforms" would be a better name.
October 13, 2015
Are robo-advisors risky?Robo-advisors, a new study says, should be approached with caution by retail and retirement investors looking for personal investment advice. Here's what you need to know.
August 12, 2015
Robo-Advisors Will Need Humans — Yes, Humans — to Grow Business: CerulliNew research from Cerulli shows that consumers are not using technology to replace professionals outright.
July 09, 2015
What Wealthfront’s Attack on Betterment Is Really AboutThe real competition for Wealthfront is with the other 99.9% of industry assets that arent managed by ANY robo-advisor," says Michael Kitces.
July 09, 2015
Survey: Most financial professionals don’t use robo-advisorsA LIMRA survey of financial professionals reveals nearly half view robo-advisors as having no real impact on the industry.
June 25, 2015
The robots are coming: To put you in an index fundRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
June 25, 2015
The robots are coming: To put you in an index fundRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
May 04, 2015
The Robo-Advisors of the Health Care WorldHealth care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
April 23, 2015
Robo-Advisors a Potential Threat but Coexistence Is Possible: SurveyAdvisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.