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.
The robots are coming: To put you in an index fund
By Ben Steverman, Margaret CollinsRobo-advisors are computer programs that ask clients questions online and set up portfolios. And, unlike many in the investment industry, they are fiduciaries.
April 23, 2015
Robo-Advisors a Potential Threat but Coexistence Is Possible: SurveyAdvisors are "not sure if robo-advisors are their enemy, friend or frenemy," says Todd Clarke, CEO of CLS Investments.
April 17, 2015
Human advisors vs. robo-advisors: Will ethics trump compliance?While robo-advisors may be great at compliance and transparency, they may still fall short regarding ethics.
April 17, 2015
Human advisors vs. robo-advisors: Will ethics trump compliance?While robo-advisors may be great at compliance and transparency, they may still fall short regarding ethics.
March 12, 2015
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, CashThe gloves have come off in the rock em, sock em field of robo-advice.
December 19, 2014
Robo-Advisors Will Offer More Opportunities Than Threats to AdvisorsAs robo-advisors continue to attract clients assets and venture capitalists dollars, some advisors may wonder if theyre a threat to their business.
November 24, 2014
6 Ways to Lure Clients Graduating From Robo-AdvisorsWhen investors outgrow automated advice, theyre going to look for a certain kind of advisor.
November 07, 2014
3 Reasons Robo-Advisors Are Taking OffRobo-advisors have proliferated, but why? Bill Doyle of Forrester Research gave three reasons during a Schwab Impact session.