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.
10 Best Robo-Advisors: Q2 2023
By Dinah Wisenberg BrinCondor Capital Wealth Management considers performance, features, costs and access to live advisors.
June 22, 2023
18 Top Robo-Advisors Ranked From Worst to Best: MorningstarThe new Morningstar report suggests that the future of financial advising will be far from exclusively digital.
June 16, 2023
Schwab Robo-Advisor Hidden Fees Case Moves to Federal CourtThe lawsuit cites an SEC order last year requiring Schwab to pay nearly $187 million for misleading statements.
May 24, 2023
Ritholtz Wealth Launches New Robo Wealth ManagerThe new service, Good Advice, has a minimum investment level of $15,000.
May 18, 2023
10 Best Performing Robos in a Rocky YearAll of these portfolios were in the red, but they beat their benchmarks, according to the Robo Report.
May 09, 2023
3 Tools to Manage Client Cash, Boost InterestAccounts paying up to 5% interest have many clients and advisors looking to, well, cash in.
April 18, 2023
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting MisstatementsTechnical issues cost 25,000 clients a total of $4 million in tax savings, the regulator said.
March 30, 2023
ChatGPT Use Could Spell Disaster for Advisors: AuthorAdvisors using such AI tools risk significant "legal and reputational harm," says Gary Smith of Pomona College.