Automated Investing

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  1. 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.
  2. Robos & Financial Advisors: Cooperation Not Competition

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

    Fintech's disruption of wealth management is good news for advisors who choose to adapt.
  4. How the Fidelity Go Robo-Advisor Will Compare

    Fidelity Investments recently announced that it will be launching its own robo-advisor service later this year, Fidelity ...
  5. Pros and Cons of Robo-Advisor Personal Capital

    A look at the pros and cons of robo-advisor Personal Capital's robust platform.
  6. 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 ...
  7. 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.
  8. 5 Robo-Advisor Apps for Your Smart Phone

    These five robo-advisors allow you to manage your finances in the palm of your hand.
  9. 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.
  10. The Pros and Mostly Cons of Robo-Advisors

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

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

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

    Acorns allows users to round up purchases and automatically invest their spare change via an app.
  14. 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, ...
  15. 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 ...
  16. Robo & Financial Advisors: The Best of Both Worlds

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

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

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

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

    Quantitative trading is a trading strategy based on mathematical computations.
  21. 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.
  22. How Tech Helps RIAs Like Alexandria Capital Grow AUM

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

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

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

    Here's what you should know about the digitization of the alternative investment industry.
  26. 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 ...
  27. What Robo-Advisors Can and Can't Do for Investors

    Despite their technological sophistication, there are limitations to what robo-advisors can do.
  28. 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.
  29. Top Takeaways from the DOL's Fiduciary Rule FAQs

    The DOL's first round of fiduciary rule FAQs addresses many key issues for advisors.
  30. 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.
  31. Majority of Investors Don't Mind Paying Advisor Fees

    While a majority of investors are comfortable with fees they pay, they lack investment knowledge.
  32. 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 ...
  33. Robo-Advisors: Vanguard vs. BlackRock vs. Schwab

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

    True Link has launched a robo-advisor designed to meet the needs of retirees.
  35. Is an Online Financial Advisor Right for You?

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

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

    What better way to test the performance of 12 robo-advisors by investing with them?
  38. Investors Want the Best Tech, a Human Touch with Financial Advice

    Sometimes the best interface is the human face.
  39. Betterment to Trump: 'Leave the Fiduciary Rule Alone'

    Robo-advisor Betterment has appealed to President-elect Trump to leave the fiduciary rule alone.
  40. Technology That Helps Advisors Automate

    These technologies can help advisors increase sales and improve client service with less overhead costs.
  41. Vanguard's John Bogle on the 40th Anniversary of Index Funds

    In a recent interview with Bloomberg, Vanguard's John Bogle reflects on the birth of the index fund and where the industry ...
  42. A Look at UBS's New SmartWealth Robo-Advisor

    Here's how UBS's robo-advisor, set to launch in the U.K. in 2017, will work.
  43. Top Trends Advisors Need to Stay Ahead of to Grow

    Advisors who want to grow their practice will need to stay ahead of these major trends.
  44. 3 Big Keys to Advisor Profitability

    Competition is fierce in today's financial advisory market. Here's how advisors can maintain profits and grow their business.
  45. Robo-Advisor Grow Targets SRI Niche

    Recently launched robo-advisor Grow focuses on sustainable investments.
  46. Wahed Invest: A Look at the New Islamic Robo-Advisor

    For religious Muslims governed by Sharia, Wahed Invest Inc. is likely a welcome platform in the robo-advisor environment.
  47. Zacks Introduces Robo-Advisor: Zacks Advantage

    The new robo-advisor from Zacks Investment Management may just have the most diversified portfolios among all robo-advisors.
  48. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  49. Robo-Advisors Call for Updated SEC Regulations

    Robo-advisors are required to follow industry rules just like human advisors do, but some robo-providers say current rules ...
  50. How to Make a Solid Annual Rebalancing Plan

    An annual portfolio rebalancing plan can preserve your original asset allocation and reduce risk while improving overall ...
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