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: The coming wave in the financial industry
By Caroline MarwitzIs the robo-advisor trend a threat or an opportunity?
February 17, 2016
Why Robo-Advisors Will Fail: FinaMetricaPaul Resnik discusses how robo-advisors are failing to properly assess investors' risk tolerance.
February 01, 2016
Are you competing with a computer?While robo-advisors seem here to stay, can they replace human advisors?
February 01, 2016
Are you competing with a computer?While robo-advisors seem here to stay, can they replace human advisors?
December 31, 2015
Who Wins, Who Loses With New DOL Rule? $3 Trillion in PlayMorningstar's Stephen Ellis looks at the costs, benefits of DOL fiduciary rule, says $3 trillion in assets will be affected.
November 30, 2015
Can Robo-Advisors Really Be Fiduciaries?Can robo-advisors "be neatly placed within our existing laws," SEC Commissioner Kara Stein asks, "or do we need certain tweaks and revisions?"
October 21, 2015
5 Reasons Most Robo-Advisors Are Not, in Fact, AdvisorsEvery advisor should read Melanie Feins report highlighting robos shortcomings, Bob Clark writes, suggesting "digital brokerage platforms" would be a better name.
October 13, 2015
Are robo-advisors risky?Robo-advisors, a new study says, should be approached with caution by retail and retirement investors looking for personal investment advice. Here's what you need to know.