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.
3 Reasons Robo-Advisors Are Taking Off
By Danielle AndrusRobo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.
October 24, 2014
TD Ameritrade goes its own way on robo-advisors, with a twistCustodian offers resources for RIAs to build their robo-providers, but Tom Nally urges advisors to take a hard look at fees.
October 22, 2014
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a TwistCustodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
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.