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.
Baseball, Apple Pie and Robo-Advisors: US Dominates Robo Market
By Danielle AndrusA 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.
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.
April 18, 2016
Robo-advisors: The coming wave in the financial industryIs the robo-advisor trend a threat or an opportunity?
April 18, 2016
Robo-advisors: The coming wave in the financial industryIs the robo-advisor trend a threat or an opportunity?
April 01, 2016
Massachusetts to Scrutinize Robo-Advisors on Fiduciary DutiesRobo-advisors may meet the needs of certain customers, but this alone does not make them investment advisors, Commonwealth Secretary William Galvin said.