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.
Robo-Advisors Key to Snagging Millennials for Wealth Managers
By Ed SilversteinBy automating services, millennials, and those with lower incomes, may find it easier to invest.
February 14, 2017
Baseball, Apple Pie and Robo-Advisors: US Dominates Robo MarketA report found adoption of robo-advisor services is heavily concentrated in the United States, with less than 1% of respondents in the UK, Germany and France using a robo.
January 24, 2017
9 Best Robo-Advisors for ConsumersIndustry giants fall short of independent startups in the robo race, according to NerdWallet.
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
November 17, 2016
Are Robo-Advisors Really Better Fiduciaries Than RIAs?Yes, digital advice platforms offer low fees, but is that enough to make them superior fiduciaries, or even fiduciaries at all?
October 31, 2016
Future of Robo-Advice Is Bright, With a Catch: ReportDespite low barriers to entry, incumbents cast a shadow over startups.
September 14, 2016
Envestnet’s Bergman: Robo-Advisors, Automation Critical for RIAs’ SuccessBergman makes the case that a robo-advisor plus a human advisor equals better client outcomes.
July 14, 2016
Advisors Must Tell Clients About Their Robo Use, State Regulator SaysAdvisors must disclose to clients when they use robo platforms and what services those platforms provide, Commonwealth Secretary William Galvin of Massachusetts says.