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.
6 Ways to Make Yourself More Valuable to Clients
By Dinah Wisenberg BrinHere's how to give clients what they really need, according to Betterment for Advisors.
March 02, 2023
Orion Unveils Custom Indexing Tech for Advisors: Tech RoundupAlso, Orion's wealthtech survey shows tech spending to "remain strong and steady" in 2023 despite "macro-economic headwinds."
March 01, 2023
Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?The deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
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.