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.
iCapital Expands Pact With Bridgewater: Tech Roundup
By Jeff BermanAlso, Broadridge onboards UBS onto its distributed ledger repo platform.
May 27, 2021
Gamification Offers Benefits, Risks to BDs and Clients: FINRAA FINRA panel also warned reps to be careful what they say in their social media posts.
May 19, 2021
Josh Brown: How Ritholtz's Growing Robo Fits Into Its BusinessThe robo platform, Liftoff, is a point of entry for young clients and new planners alike, Brown says.
May 06, 2021
Empower Retirement to Offer Integrated Digital Financial ExperienceThe offering will integrate multiple financial accounts of an individual into one snapshot.
April 29, 2021
Robinhood to Double Its Registered Rep Force in 2021The recruits will provide customer service, not investment advice, the company says.
April 26, 2021
Robo-Advisors Came to Slay Industry Giants, but Instead Schooled ThemOnce thought to be the end of human advisors, this technology has instead helped the business focus and improve.
April 23, 2021
Betterment Had Record-Breaking Q1Betterment announced $29 billion in AUM as of March 31, almost 50% higher than a year ago.
April 13, 2021
Betterment, SoFi Expand ServicesBetterment launched a no-fee joint checking product and its 401(k) service added a new partner. SoFi launched an auto loan refinancing service..