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.
Why the Wirehouse Advisor Is Still Alive — and Kicking
By Timothy WelshWhile many advisors have left the wirehouse firms, the majority of top-producing reps chose to stay. Here's why.
September 29, 2021
Betterment Valuation Rises to $1.3B on Funding RoundThe robo-advisor also attracted funding from Aflac Ventures, a division of insurer Aflac Inc., and several other firms.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."
September 20, 2021
Betterment for Advisors Automates Custom Model PortfoliosThe self-serve process eliminates the need for advisors to interact with relationship managers.
September 09, 2021
Don't Call Us an RIA. No Offense.There's nothing wrong with RIAs, but there's a new way to be an independent financial firm.
September 01, 2021
The Challenge That Self-Directed Investors Pose to AdvisorsA recent Broadridge survey of investors found that 52% use self-directed brokerage accounts.
August 27, 2021
SEC Wants Info on Advisor, BD Use of Tech That Hooks InvestorsSEC Chairman Gary Gensler says he's focused on protecting investors as technology that can influence their behavior proliferates.
August 26, 2021
Vanguard Personal Advisor Services to Add 3 New Active Equity FundsOnce added, the mutual funds will be part of a five-fund equity offer from Vanguard PAS.