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 24, 2014
Robo-Advisors and Online Financial Advice: The DifferenceIn the end, does the advice clients get come from a human or a (human-designed) computer algorithm? And why is that important?
June 10, 2014
How Real Advisors Can Steal the Robo-Advisors’ AdvantageFlexScore, an in-depth financial scoring system, might help financial advisors get the robots to work for them.
May 29, 2014
Fidelity’s Durbin: RIAs Thriving; Top Clients See Robo-Advisors as Positive TrendFidelity IWS chief reports custodial business growing healthily, ironically with fewer, but larger, RIA client firms, who embrace virtual advice-giving.
May 19, 2014
IA 25 2014: The Threat (or Non-Threat) of Robo-Advisors—SlideshowIt may be reassuring to hear that the big tech experts on our list this year dont think robo-advisors are too much of a threat.
May 08, 2014
Motif Launches Products to Help Advisors Compete With Robo-AdvisorsA robo-advisor is a robo-allocator, they dont really give advice," says Motif's Hardeep Walia.
April 10, 2014
Robo-Advisors Gobbling Billions in AssetsThe rise of online financial services fits into a "long-term, bigger problem" for advisors, who must adjust to serving younger clients, Corporate Insight says.
February 20, 2014
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech ConferenceAt T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
January 16, 2014
Top 3 Issues Advisors Will Face in 2014, Part 1: Robo-AdvisorsIn the coming year, we'll begin to see which robo-advisors will pull ahead of the others, and many will aim to refine their business models.