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.
Should You Call Clients When the Market Tanks? Of Course!
By Bryce SandersHere are 10 reasons why you should pick up the phone.
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?
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.