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-Advisor Wealthfront, Backers Seeking $485M in IPO
By Georgie McKayThe company plans to market shares for $12 to $14 each, according to its SEC filing.
September 23, 2025
TradePMR Launches Asset Match for RIAs to Offer ClientsThe program allows indie RIAs to offer clients a 0.50% match on eligible deposits into TradePMR accounts.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
July 22, 2025
Financial Advice Enhances Clients' Peace of Mind, Frees Up Time: VanguardA new survey from the giant asset manager comes as the firm has pushed further into the advising arena.
July 02, 2025
Wealthfront Files Confidentially for an IPOThe move signals that more fintech firms are set to go public after a protracted lull.
May 19, 2025
10 Best & Worst Robo-Advisors: Q1 2025Even the worst performers beat the S&P 500, which fell 4.3% as volatility roared back.
April 23, 2025
Robinhood's New Robo Takes Cues From High-Touch Wealth Management"I felt there was a gap in the market," says Stephanie Guild, a J.P. Morgan Private Bank veteran.
March 20, 2025
Best & Worst Firms for Investor Satisfaction: J.D. Power, 2025A quarter of DIY investors are likely to seek professional advice in the next year, the research group finds.