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.
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in Them
By Bernice NapachCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
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.
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?