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 2024
By Dinah Wisenberg BrinThe robo industry has reached a mature phase, with over $1 trillion in assets, according to Condor Capital.
June 24, 2024
Troublemakers, Be Warned: AI Is WatchingSmarsh CEO Kim Crawford Goodman tells ThinkAdvisor how new tools can help firms spot bad actors.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 23, 2024
Best & Worst Performing Robo-Advisors in Q1Here are the top five, and bottom five, performers of the 37 accounts the Robo Report tracks.
April 26, 2024
What If a Client Asks ChatGPT About the Elections?The AI offers reasonable advice, with an interesting call to action.
April 24, 2024
Two Ways Advisors Can Add Value, Without Picking Stocks"The industry's historical model of how we add value is under threat," MyVest CEO Anton Honickman says.
April 22, 2024
Goldman Ditches Robo-Investing in Sale to BettermentThe bank had hoped that Marcus Invest would bring it new clients with balances as low as $1,000.
February 29, 2024
10 Best Robo-Advisors: Q4 2023Robos have taken some hits recently over weak profits and regulatory woes, Condor Capital reports.