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.
Most New Investors of 2020 Are Still Investing: Survey
By Michael S. FischerOne-third of new investors cited financial professionals as an information source, up 9 percentage points from 2020.
March 01, 2023
Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?The deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,
February 21, 2023
10 Best Robo-Advisors: Q4 2022A Robo Report ranking grades robo-advisors in categories like customer experience, access to live advisors and performance.
February 16, 2023
Betterment Laying Off 28 Employees"Our business is not immune to the effects of market volatility," a Betterment spokesperson said.
January 20, 2023
A Glimmer of Hope for Americans' FinancesDespite lingering fears of a recession and inflation, Americans are confident they can reach their financial goals.
January 17, 2023
Schwab Sends Settlement Checks to Robo-Advisor ClientsClients should be aware of possible tax implications from the checks.
December 28, 2022
8 Trends That Will Reshape Wealth Management in 2023Advisors who embrace these trends will be well-positioned to thrive and add new clients.