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.
Why Robo-Advisors Will Fail: FinaMetrica
By Emily ZulzPaul Resnik discusses how robo-advisors are failing to properly assess investors' risk tolerance.
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.
August 12, 2015
Robo-Advisors Will Need Humans — Yes, Humans — to Grow Business: CerulliNew research from Cerulli shows that consumers are not using technology to replace professionals outright.
July 09, 2015
What Wealthfront’s Attack on Betterment Is Really AboutThe real competition for Wealthfront is with the other 99.9% of industry assets that arent managed by ANY robo-advisor," says Michael Kitces.
July 09, 2015
Survey: Most financial professionals don’t use robo-advisorsA LIMRA survey of financial professionals reveals nearly half view robo-advisors as having no real impact on the industry.