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.
Credentials Boost Planners' Confidence and Client Base: Survey
By Michael S. FischerContinuing financial education breeds success and career satisfaction, the College for Financial Planning found.
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.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
September 25, 2023
Colorado Regulators Approve Life Insurance AI RulesThe new regulation will also affect any other use of external data and analytical tech.
September 07, 2023
Here's Why RIAs Should Add Banking Services: Flourish CEOWirehouses and robos are looking to lure RIAs' clients away with bank-like offerings, Max Lane said.
August 22, 2023
10 Best Robo-Advisors: Q2 2023Condor Capital Wealth Management considers performance, features, costs and access to live advisors.
July 26, 2023
SEC Floats New Rules on Digital Nudges, RobosBroker-dealers and advisors could be required to address conflicts of interest associated with AI and predictive data analytics.