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.
Are robo-advisors risky?
By Marlene Y. SatterRobo-advisors, a new study says, should be approached with caution by retail and retirement investors looking for personal investment advice. Here's what you need to know.
July 09, 2015
Survey: Most financial professionals don’t use robo-advisorsA LIMRA survey of financial professionals reveals nearly half view robo-advisors as having no real impact on the industry.
June 25, 2015
The robots are coming: To put you in an index fundRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
June 25, 2015
The robots are coming: To put you in an index fundRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
May 04, 2015
The Robo-Advisors of the Health Care WorldHealth care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
April 23, 2015
Robo-Advisors a Potential Threat but Coexistence Is Possible: SurveyAdvisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
April 17, 2015
Human advisors vs. robo-advisors: Will ethics trump compliance?While robo-advisors may be great at compliance and transparency, they may still fall short regarding ethics.
April 17, 2015
Human advisors vs. robo-advisors: Will ethics trump compliance?While robo-advisors may be great at compliance and transparency, they may still fall short regarding ethics.