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.
MIT's Lo Predicts the Future of Finance
By Jane Wollman RusoffLo explains what regulators are doing to avoid another devastating financial crisis and his research on systemic risk.
November 09, 2021
SEC Finds Widespread Deficiencies Among Robo-AdvisorsNearly all the advisors examined, including those serving retirement plans, received deficiency letters, the SEC said.
October 27, 2021
Why the Wirehouse Advisor Is Still Alive — and KickingWhile many advisors have left the wirehouse firms, the majority of top-producing reps chose to stay. Here's why.
October 26, 2021
UBS Starts Digital Wealth Bank in U.S. to Rival Wall StreetThe new digital bank, set to open in 2022, will focus on serving affluent customers with between $250,000 and $2 million in assets.
October 21, 2021
Raymond James Rolls Out New Advisor Portal: Tech RoundupAlso, TD Bank has launched a robo-advice platform and plans to hire more advisors.
September 29, 2021
Betterment Valuation Rises to $1.3B on Funding RoundThe robo-advisor also attracted funding from Aflac Ventures, a division of insurer Aflac Inc., and several other firms.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."
September 20, 2021
Betterment for Advisors Automates Custom Model PortfoliosThe self-serve process eliminates the need for advisors to interact with relationship managers.