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.
No, Your Client Won't Ditch You for a Robot: Vanguard Survey
By Michael S. FischerMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.
January 26, 2022
Why Is UBS Buying a Robo for $1.4B?It's "ironic" that Wealthfront, once a disruptor, has been bought by a 160-year-old bank, Tim Welsh says.
January 26, 2022
UBS to Buy Wealthfront for $1.4BThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 13, 2022
How One Investor Beat Robinhood in FINRA FightThe unprecedented victory will likely create a "headache" for Robinhood, law professor Benjamin Edwards says.
January 07, 2022
Robinhood Ordered to Repay Investor Hurt by Trading RestrictionsA FINRA arbitrator ruled in favor of an investor who alleged losses due to restrictions Robinhood placed on GameStop and other stocks last year.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Business Owners More Confident About Retirement: TD Wealth SurveyNinety-five percent of mass affluent business owners are upbeat about their financial plans vs. 82% a year ago.
December 09, 2021
MIT's Lo Predicts the Future of FinanceLo explains what regulators are doing to avoid another devastating financial crisis and his research on systemic risk.