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.
April 26, 2024
What If a Client Asks ChatGPT About the Elections?The AI offers reasonable advice, with an interesting call to action.
April 24, 2024
Two Ways Advisors Can Add Value, Without Picking Stocks"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.
April 22, 2024
Goldman Ditches Robo-Investing in Sale to BettermentThe bank had hoped that Marcus Invest would bring it new clients with balances as low as $1,000.
February 29, 2024
10 Best Robo-Advisors: Q4 2023Robos have taken some hits recently over weak profits and regulatory woes, Condor Capital reports.
February 20, 2024
In Advisory Fees, the Future Is Flat, Facet Founder Argues"If you want to help the mass affluent, you have to rethink pricing," Anders Jones tells ThinkAdvisor.
February 12, 2024
Credentials Boost Planners' Confidence and Client Base: SurveyContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
January 23, 2024
How a Top-Ranked Advisor Saves Her Wealthy Clients MillionsIt's about much more than investments, Sara Rajo-Miller Wendt of Miracle Mile Advisors tells ThinkAdvisor.
December 29, 2023
Don't Forget This Important Planning Task for the New YearTaking some time now to plan for your business enables you to serve clients better.
December 14, 2023
JPMorgan to Unplug Its Robo-Advisor, Citing Weak DemandAutomated investing hasn't become profitable for many in the industry, "including us," the company said.
November 29, 2023
Next-Gen Advisors Upbeat on AI: SurveyFor younger financial pros, adoption of the generative technology has been fast and far-reaching.