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.
March 14, 2022
The New Secret to Wealth Management SuccessInnovative technologies have made it easier than ever for investors to move on to greener pastures as the mood strikes.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 03, 2022
10 Best Robo-Advisors: Q4 2021Backend Benchmarking's ranking includes both qualitative factors and performance metrics.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 11, 2022
SEC Orders Robo-Advisor to Pay $300K for Misleading ClientsWahed Invest allegedly advertised nonexistent proprietary funds and falsely promised clients it would rebalance their accounts.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
January 26, 2022
Why Is UBS Buying a Robo for $1.4B?It's "ironic" that Wealthfront, once a disruptor, has been bought by a 160-year-old bank, Tim Welsh says.
January 26, 2022
UBS to Buy Wealthfront for $1.4BThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 13, 2022
How One Investor Beat Robinhood in FINRA FightThe unprecedented victory will likely create a "headache" for Robinhood, law professor Benjamin Edwards says.
January 07, 2022
Robinhood Ordered to Repay Investor Hurt by Trading RestrictionsA FINRA arbitrator ruled in favor of an investor who alleged losses due to restrictions Robinhood placed on GameStop and other stocks last year.