Automated Investing

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  1. How Robo-Advisors Fall Short of Human Advisors

    There are certain scenarios where robo-advisors will never be able to replace human advisors.
  2. Wealthfront Review 2017: Fees and Investment Facts

    Wealthfront is one of the premier robo-advisors. Here's a breakdown of the brokerage's fees and features.
  3. Will Amazon's Alexa Be Your Next Financial Adviser? (AMZN)

    The smart assistant already has a number of skills required in financial services.
  4. Charles Schwab IRA and Roth IRA Review (SCHW)

    Charles Schwab focuses on high-service IRA and Roth IRA accounts, with a vast array of investment choices that have no fees, ...
  5. Brandon Thomas on Merging Tech & Financial Advice

    Brandon Thomas, Co-Founder and CIO, Envestnet | PMC, discusses merging new technology with financial advice.
  6. Would You Take Financial Advice from a Robot?

    A combination of robo-advising and human advising can provide affordable, quality investing advice.
  7. Advisors: How to Make Robo Technology Work for You

    Financial planners who embrace the digital revolution see robo advisors as an edge, not a threat.
  8. Robos & Financial Advisors: Cooperation Not Competition

    Instead of seeing robo-advisors as a threat, traditional financial advisors should embrace them.
  9. How Fintech Is Disrupting Wealth Management

    Fintech's disruption of wealth management is good news for advisors who choose to adapt.
  10. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  11. Pros and Cons of Robo-Advisor Personal Capital

    A look at the pros and cons of robo-advisor Personal Capital's robust platform.
  12. What's the Best Robo-Advisor?

    Which robo-advisor is right for you? There are many factors to consider, including the breadth of services, ease of use and ...
  13. Pros & Cons of Using a Robo-Advisor

    Robo-advisors come in all shapes and sizes. This article goes through the pros and cons of this new approach to financial ...
  14. Your Annual Financial Planning Checklist

    As the new year approaches, it's time to review your annual financial plan to make sure you've completed the most important ...
  15. 5 Ways Your Software Might Not Meet Fiduciary Standards

    Many advisors are finding their technology doesn't meet their needs to uphold a fiduciary standard.
  16. 5 Robo-Advisor Apps for Your Smart Phone

    These five robo-advisors allow you to manage your finances in the palm of your hand.
  17. Top 5 Robo-Advisors in 2017

    Robo-advisors have surged in popularity as investors seek low-cost, automated investing opportunities.
  18. Wells Fargo to Launch Robo-Advisor in June 2017

    Wells Fargo is preparing to enter the robo-advisor field with the launch of its service in 2017.
  19. The Pros and Mostly Cons of Robo-Advisors

    Robo-advisors aren't equipped to handle disruptive life events or complex tax situations.
  20. Goldman, T. Rowe Price Target Average Investors With Robos

    Two more big financial institutions are planning on joining the robo-advisor ranks.
  21. Why and When Your Robo-Advisor Will Fail You

    Robo-advisors are not as capable as human advisors in handling market downturns and volatility.
  22. Acorns Grow Inc.

    Acorns allows users to round up purchases and automatically invest their spare change via an app.
  23. Merrill Considers Alternatives to Fee-Only Model

    In the wake of the fiduciary rule, Merrill Lynch is dropping commission-based transactions from all of its retirement accounts, ...
  24. Ellevest Review: What You Need to Know

    Many investors have long anticipated the launch of Ellevest, a women-focused robo-advisor. Here are some specifics about ...
  25. Robo & Financial Advisors: The Best of Both Worlds

    Robo-advisors and financial advisors can provide complementary benefits to many investors.
  26. Robinhood

    Robinhood wants to level the financial markets playing field with its free stock and ETF trading platform.
  27. Wealthsimple

    In a few short years, Wealthsimple conquered the robo-advisor arena in Canada. It's now taking on U.S. millennial investors.
  28. How to Start Investing With Just $100

    Robo-advising is a good way to start investing and take advantage of compounding interest.
  29. Quantitative Trading: Is It For You?

    Quantitative trading is a trading strategy based on mathematical computations.
  30. Growth of Hybrid Robo-Advisors to Outpace Pure Robos

    A recent study projects hybrid robo-advisors will manage 10% of all investable assets by 2025.
  31. 25 Companies That Offer Robo-Advisor Services

    Here's a round-up of the most well-known robo-advisors and what they offer.
  32. How Tech Helps RIAs Like Alexandria Capital Grow AUM

    Many financial firms are leveraging technology to achieve rapid growth. Here's how.
  33. Work at a Public Company? Here's How You Can Sell Your Stock

    Wealthfront has added an employee stock selling program to its platform.
  34. How Advisors Can Use Blogs to Boost Their AUM

    Here's how marketing techniques like blogging can help advisors grow assets under management.
  35. How Tech is Changing Alternative Investments

    Here's what you should know about the digitization of the alternative investment industry.
  36. Are Fees Depleting Your Retirement Savings?  

    Each retirement account will have a fee associated with it. The key is to lower these fees as much as possible to maximize ...
  37. What Robo-Advisors Can and Can't Do for Investors

    Despite their technological sophistication, there are limitations to what robo-advisors can do.
  38. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor Insights platform, here are answers ...
  39. How Wealthy Clients Use Robo-Advisors to Invest

    Most high-net-worth investors are choosing to use both humans and robos to manage their money.
  40. Top Takeaways from the DOL's Fiduciary Rule FAQs

    The DOL's first round of fiduciary rule FAQs addresses many key issues for advisors.
  41. What Does an Ideal Retirement Portfolio Look Like?

    The "ideal" retirement portfolio can differ from one investor to another, but some themes hold true no matter what.
  42. Majority of Investors Don't Mind Paying Advisor Fees

    While a majority of investors are comfortable with fees they pay, they lack investment knowledge.
  43. Best-Interest Contract Exemption (BICE)

    BICE is the process that allows investment advisors to collect commissions, revenue sharing or other types of compensation ...
  44. How Advisors Can Break Into the Women's Market

    Women are increasingly the financial decision-markers in American household, but they don't all seek the same thing in financial ...
  45. Robo-Advisors: Vanguard vs. BlackRock vs. Schwab

    BlackRock, Vanguard and now Schwab have introduced robo-advisor platforms. How do they stack up?
  46. True Link Debuts Robo-Advisor for Retirees

    True Link has launched a robo-advisor designed to meet the needs of retirees.
  47. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  48. Is an Online Financial Advisor Right for You?

    There are some important issues to consider before signing up with an online financial advisor.
  49. Will Advisory Fees See More Downward Pressure?

    While advisory fees have been holding steady, industry trends could put downward pressure on them.
  50. RIA Tests Robo-Advisors by Investing with Them

    What better way to test the performance of 12 robo-advisors by investing with them?
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Hot Definitions
  1. Book Value

    1. The value at which an asset is carried on a balance sheet. To calculate, take the cost of an asset minus the accumulated ...
  2. Dividend Yield

    A financial ratio that shows how much a company pays out in dividends each year relative to its share price.
  3. Fixed-Income Security

    An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. ...
  4. Free Cash Flow - FCF

    A measure of financial performance calculated as operating cash flow minus capital expenditures. Free cash flow (FCF) represents ...
  5. Leverage Ratio

    Any ratio used to calculate the financial leverage of a company to get an idea of the company's methods of financing or to ...
  6. Two And Twenty

    A type of compensation structure that hedge fund managers typically employ in which part of compensation is performance based. ...
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