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.
16 Robo-Advisors Ranked From Worst to Best: Morningstar
By Michael S. FischerThe research group graded offerings from Schwab, Merrill, Vanguard, Betterment and others.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.
March 14, 2022
The New Secret to Wealth Management SuccessInnovative technologies have made it easier than ever for investors to move on to greener pastures as the mood strikes.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 03, 2022
10 Best Robo-Advisors: Q4 2021Backend Benchmarking's ranking includes both qualitative factors and performance metrics.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
February 11, 2022
SEC Orders Robo-Advisor to Pay $300K for Misleading ClientsWahed Invest allegedly advertised nonexistent proprietary funds and falsely promised clients it would rebalance their accounts.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.