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.
Advisors' Clients Want People and Tech
By Allison BellBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
March 30, 2026
AI Assistant for Financial Advisors Moves Into Life InsuranceZocks can help with client intake forms, and with assessing producers.
March 24, 2026
Robo-Advisor Ally Invest to Pay $500K Over ConflictsThe breaches of fiduciary duty were associated with Ally Invest's Cash-Enhanced accounts, the SEC finds.
March 23, 2026
Death of 2024 DOL Fiduciary Rule Could Affect Robo-AdviceU.S. Labor Department officials are vacating guidance that discusses financial institutions' use of computer models.
March 18, 2026
Best & Worst Wealth Management Firms Ranked by Investors: JD Power, 2026Trust in new fintech brands rose, but so did young, affluent DIY investors' desire for professional advice.
March 17, 2026
Edelman Financial Engines to Offer $175M in Equity to Its PlannersThe expanded equity program positions all current and future financial planners as owners, the firm said.
February 17, 2026
Betterment Pilots Advisor Referral ProgramThe new program, to expand over time, connects select retail clients with RIAs.
December 11, 2025
Fidelity Go Offers Tax-Loss Harvesting for Higher-Balance AccountsThe feature is available to clients with taxable robo-advisor account balances of at least $25,000.