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 Files for IPO Showing Profit Drop
By Bailey LipschultzA slew of fintech companies are pursuing long-awaited listings.
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.
March 19, 2025
For Advisors, DC Plans Offer More Opportunity Than Competition"Retirement managed accounts" could boost advisors' visibility and create rollover opportunities.
February 26, 2025
Betterment Acquires Ellevest's Automated Investing BusinessEllevest will continue to offer financial planning and wealth management services to high-net-worth clients.