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.
Betterment Acquires Wealthsimple's U.S. Customers
By Bernice NapachThe deal could add 17,400 customers with $190 million in assets.
February 16, 2021
Goldman Unleashes Digital Investment Platform for the MassesMarcus Invest has a $1,000 minimum and a 0.35% annual advisory fee.
February 11, 2021
Betterment for Advisors Now Lets Advisors Choose the Investments"We're coming for Schwab and Fidelity, though we're obviously much smaller," General Manager Jon Mauney says.
April 21, 2020
Robo-Advisors: Regulators May Be Closer Than You ThinkRight now it might be the Wild West, but sometime soon, robos might find a new sheriff.
February 27, 2020
Should You Call Clients When the Market Tanks? Of Course!Here are 10 reasons why you should pick up the phone.
August 20, 2019
Acquisitions and Closings Mean Fewer Independent Robo-AdvisorsThe latest deal: Capital One's purchase of United Income.
July 25, 2019
Another Robo-Advisor Bites the DustSwell Investing, which specializes in socially responsible portfolios, is closing down as of the end of August.
July 13, 2018
Robo-Advisor Hedgeable Is Closing. Who's Next?The "market of independent automated investment services is saturated," Bill Winterberg says.