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.
June 23, 2022
SEC to Propose New Rules for Online Brokers' Game-Like FeaturesThe rule plan, announced this week, could pose significant challenges for online brokerages and advisors.
June 13, 2022
Schwab to Pay SEC $186M Over 'No Hidden Fee' Claims for Cash-Heavy RoboIntelligent Portfolios' cash allocations, up to 29%, made money for Schwab while reducing returns, the SEC said.
May 27, 2022
Robinhood Reaches Settlement of Suits Over 2020 Trading OutageMultiple investors sued Robinhood in several states, mostly alleging restrictions by the trading platform that amounted to a breach of contract.
May 19, 2022
12 Biggest Robo-Advisors by AUM: Q1 2022Protections against rising inflation defined winning portfolios in the first quarter, Backend Benchmarking's David Goldstone says.
April 24, 2022
Goldman Sachs, JPMorgan and UBS Launch New Brands to Lure Average InvestorsHere's why these blue-chip banks — which for generations have fixated on the 1% — are stooping to conquer clients with just 0.01% of this wealth.
April 07, 2022
Robinhood Rolls Out Crypto Wallet to 2M UsersThe tool lets users buy cryptocurrencies and NFTs outside of the firm's trading platform.
April 04, 2022
16 Robo-Advisors Ranked From Worst to Best: MorningstarThe research group graded offerings from Schwab, Merrill, Vanguard, Betterment and others.
April 01, 2022
Robinhood Retirement Accounts Are Getting CloserThe company's plan, while not surprising, "will open Robinhood up to more regulatory scrutiny," consultant Tim Welsh says.
March 29, 2022
Goldman Buys Robo-Advisor NextCapital in Retirement ExpansionTerms of the deal, which is expected to be completed in the second half of the year, weren't disclosed.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.