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.
10 Best & Worst Robo-Advisors: Q1 2025
By Michael S. FischerEven the worst performers beat the S&P 500, which fell 4.3% as volatility roared back.
March 19, 2025
For Advisors, DC Plans Offer More Opportunity Than Competition"Retirement managed accounts" could boost advisors' visibility and create rollover opportunities.
February 26, 2025
Betterment Acquires Ellevest's Automated Investing BusinessEllevest will continue to offer financial planning and wealth management services to high-net-worth clients.
February 12, 2025
The Best Robo-Advisors in 5 Categories: Q4 2024Condor Capital Wealth Management scored the platforms by analyzing 35 accounts from 25 different providers.
November 26, 2024
Robinhood’s Gallagher Drops Out of SEC Chair ConsiderationThe ex-SEC commissioner, now Robinhood's chief legal officer, said he's "committed" to the firm's millions of customers.
November 20, 2024
10 Best Performing Robo-Advisors: Q3 2024Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 18, 2024
Schwab to Replace Its Advisor Robo OfferingClient accounts must be moved from the Intelligent Portfolios platform to Ameritrade's iRebal by the fourth quarter of 2025.