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.
The Best & Worst Mobile Apps for Wealth Management: J.D. Power, 2021
By Michael S. FischerOverall customer satisfaction with these apps rose nine points year over year to 858 on a 1,000-point scale.
October 26, 2021
UBS Starts Digital Wealth Bank in U.S. to Rival Wall StreetThe new digital bank, set to open in 2022, will focus on serving affluent customers with between $250,000 and $2 million in assets.
October 21, 2021
Raymond James Rolls Out New Advisor Portal: Tech RoundupAlso, TD Bank has launched a robo-advice platform and plans to hire more advisors.
September 29, 2021
Betterment Valuation Rises to $1.3B on Funding RoundThe robo-advisor also attracted funding from Aflac Ventures, a division of insurer Aflac Inc., and several other firms.
September 20, 2021
William Sharpe: There Is No Retirement 'Number'The Nobel laureate talks to ThinkAdvisor about retirement uncertainty, co-founding Financial Engines and the market development that has him "freaked out."
September 20, 2021
Betterment for Advisors Automates Custom Model PortfoliosThe self-serve process eliminates the need for advisors to interact with relationship managers.
September 09, 2021
Don't Call Us an RIA. No Offense.There's nothing wrong with RIAs, but there's a new way to be an independent financial firm.
September 01, 2021
The Challenge That Self-Directed Investors Pose to AdvisorsA recent Broadridge survey of investors found that 52% use self-directed brokerage accounts.