Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to Respond
The parallels between the dot-com craze and today’s robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.
Schwab Posts First Robo Results; Q2 Earnings Beat Estimates
The brokerage firm rolled out automated advice offerings for investors and advisors this year.
Schwab Unleashes RIA Robo-Beast
Custodian’s institutional robo-advisor offering serves as “entry point” for “GenNow” clients, says Bernie Clark; 4% cash holding still required.
Financial Advisors Don’t Care About Millennials, and the Feeling Is Mutual
They prefer their clients old and rich—but that can’t last long.
Schwab Posts 7% Profit Decline for Q1 Despite Asset Growth
The company points to higher compensation costs as a cause of its falling net income.
What Facebook’s Future Holds for Advisors
Facebook’s plans may directly affect advisors’ business and will surely shape their social media strategies. Then there are the compliance and robo-advisor implications.
How Clearing Firms Embraced Innovation
A tougher, revamped clearing industry pursues its high-tech future.
The Robo-Advisor Battle Gets Personal
The public trash-talking among Schwab, Betterment and Wealthfront is entertaining, but I think our industry would be better served by a return to civil debate.
RIA Rolls Out Uber-Like App
The mobile financial planning tool is intended to help clients 24/7 — an anti-robo-advisor of sorts.
Personalized Portfolios Are Under Attack
Robo-advisors and target-date funds are lulling investors into a "fairyland view of investing," and only human advisors can save them, Ron DeLegge says.