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.
Betterment for Advisors Now Lets Advisors Choose the Investments
By Bernice Napach"We're coming for Schwab and Fidelity, though we're obviously much smaller," General Manager Jon Mauney says.
August 20, 2019
Acquisitions and Closings Mean Fewer Independent Robo-AdvisorsThe latest deal: Capital One's purchase of United Income.
July 25, 2019
Another Robo-Advisor Bites the DustSwell Investing, which specializes in socially responsible portfolios, is closing down as of the end of August.
July 13, 2018
Robo-Advisor Hedgeable Is Closing. Who's Next?The "market of independent automated investment services is saturated," Bill Winterberg says.
February 06, 2018
Fidelity Reports Web Issues Day After Robo-Advisor Sites CrashFidelity Investments had intermittent issues with its website a day after robo-advisors struggled in the market rout.
January 10, 2018
Robo-Advisors Key to Snagging Millennials for Wealth ManagersBy automating services, millennials, and those with lower incomes, may find it easier to invest.
July 13, 2017
Fitch: Robo-Advice a Net Positive for Wealth ManagersAutomated advice should allow for better client interactions and better client segmentation, Fitch analysts say.
April 19, 2017
Will Robo-Advisors Be Terminated?The once great disrupters seem to have met their limitations. What should advisors expect from this technology now?