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.
Don't Forget This Important Planning Task for the New Year
By Roger WohlnerTaking some time now to plan for your business enables you to serve clients better.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
September 25, 2023
Colorado Regulators Approve Life Insurance AI RulesThe new regulation will also affect any other use of external data and analytical tech.
September 07, 2023
Here's Why RIAs Should Add Banking Services: Flourish CEOWirehouses and robos are looking to lure RIAs' clients away with bank-like offerings, Max Lane said.
August 22, 2023
10 Best Robo-Advisors: Q2 2023Condor Capital Wealth Management considers performance, features, costs and access to live advisors.
July 26, 2023
SEC Floats New Rules on Digital Nudges, RobosBroker-dealers and advisors could be required to address conflicts of interest associated with AI and predictive data analytics.
July 19, 2023
Insurance Regulators Wrestle With AI SupervisionAn NAIC panel wants insurers to monitor vendors' systems as well as their own.
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.