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.
Here's Why RIAs Should Add Banking Services: Flourish CEO
By Jane Wollman RusoffWirehouses and robos are looking to lure RIAs' clients away with bank-like offerings, Max Lane said.
July 19, 2023
Insurance Regulators Wrestle With AI SupervisionAn NAIC panel wants insurers to monitor vendors' systems as well as their own.
June 22, 2023
18 Top Robo-Advisors Ranked From Worst to Best: MorningstarThe new Morningstar report suggests that the future of financial advising will be far from exclusively digital.
June 16, 2023
Schwab Robo-Advisor Hidden Fees Case Moves to Federal CourtThe lawsuit cites an SEC order last year requiring Schwab to pay nearly $187 million for misleading statements.
May 24, 2023
Ritholtz Wealth Launches New Robo Wealth ManagerThe new service, Good Advice, has a minimum investment level of $15,000.
May 18, 2023
10 Best Performing Robos in a Rocky YearAll of these portfolios were in the red, but they beat their benchmarks, according to the Robo Report.
May 09, 2023
3 Tools to Manage Client Cash, Boost InterestAccounts paying up to 5% interest have many clients and advisors looking to, well, cash in.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.