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.
Vanguard CEO Aims to Expand Access to Advice
By Dinah Wisenberg Brin"High-quality financial advice shouldn't be a luxury good," Salim Ramji said in his annual letter.
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.
December 02, 2025
Robo-Advisor Wealthfront, Backers Seeking $485M in IPOThe company plans to market shares for $12 to $14 each, according to its SEC filing.
November 21, 2025
10 Top-Performing Robo-Advisors: Q3 2025The Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.