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.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 21, 2023
10 Best Robo-Advisors: Q4 2022A Robo Report ranking grades robo-advisors in categories like customer experience, access to live advisors and performance.
February 16, 2023
Betterment Laying Off 28 Employees"Our business is not immune to the effects of market volatility," a Betterment spokesperson said.
January 20, 2023
A Glimmer of Hope for Americans' FinancesDespite lingering fears of a recession and inflation, Americans are confident they can reach their financial goals.
January 17, 2023
Schwab Sends Settlement Checks to Robo-Advisor ClientsClients should be aware of possible tax implications from the checks.
December 28, 2022
8 Trends That Will Reshape Wealth Management in 2023Advisors who embrace these trends will be well-positioned to thrive and add new clients.
December 27, 2022
Burton Malkiel: The Unsexy Secret to Building WealthRobo-advisors have some advantages on their human counterparts, the famed economist and Wealthfront CIO tells ThinkAdvisor.
December 13, 2022
David Blanchett: The Problem With 'Safe' Retirement Withdrawal RatesMorningstar's 3.8% withdrawal figure is a helpful starting point, but it's not the end of the discussion.
December 07, 2022
J.P. Morgan Rolls Out Digital Money Coach, Remote AdviceThe bank's Personal Advisors unit has over 200 financial professionals who can be reached remotely and via eight locations nationwide.
December 06, 2022
Inheritors Plan to Seek Financial Advice When the Money Arrives: SurveyNearly 80% of Americans surveyed expect to work with an advisor after receiving an inheritance.