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.
Goldman Sachs, JPMorgan and UBS Launch New Brands to Lure Average Investors
By Ben Schott and Paul J. DaviesHere's why these blue-chip banks — which for generations have fixated on the 1% — are stooping to conquer clients with just 0.01% of this wealth.
April 01, 2022
Robinhood Retirement Accounts Are Getting CloserThe company's plan, while not surprising, "will open Robinhood up to more regulatory scrutiny," consultant Tim Welsh says.
March 29, 2022
Goldman Buys Robo-Advisor NextCapital in Retirement ExpansionTerms of the deal, which is expected to be completed in the second half of the year, weren't disclosed.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.
March 14, 2022
The New Secret to Wealth Management SuccessInnovative technologies have made it easier than ever for investors to move on to greener pastures as the mood strikes.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 03, 2022
10 Best Robo-Advisors: Q4 2021Backend Benchmarking's ranking includes both qualitative factors and performance metrics.
February 28, 2022
No, Your Client Won't Ditch You for a Robot: Vanguard SurveyMore than 90% of clients with a human advisor said they wouldn't go digital-only, researchers found.