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.
Raymond James Rolls Out New Advisor Portal: Tech Roundup
By Jeff BermanAlso, TD Bank has launched a robo-advice platform and plans to hire more advisors.
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.
August 20, 2021
The Best Robo-Advisors in 7 CategoriesThe Q2 Robo Report highlights which digital advisors have offered the best value and performance this year and over time.
August 19, 2021
SEC Fines Robo-Advisor SoFi Wealth Over ETF ConflictsThe firm left some clients with taxable gains as it moved them into proprietary funds, the SEC said.