Automated Investing

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  1. Reaching Millennials: Your Future Success Depends on It

    In the next decade, millennials will enter their prime earning years and are expected to grow their wealth significantly.
  2. Rocket Scientist

    Rocket scientist is a term used by traditional traders for a person with a math and statistical research background doing ...
  3. Does Amazon Pose a Threat to Wealth Management?

    Analysis revealed that compliance concerns and investor preference would keep Amazon from entering wealth management; industry ...
  4. The Best Choice For You: Robo-Advisor vs Human

    Using a robo-advisor can save you money on your investing with smaller fees, but you may be missing out on the entire financial ...
  5. Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  6. 4 Advantages of Human Versus Robo-Advisors

    Traditional or "human" advisors offer these four advantages over robo-advisors.
  7. Misselling

    Misselling is a sales practice in which a product or service is deliberately misrepresented or a customer is misled about ...
  8. Mobile First Strategy

    Mobile first strategy is trend in website development where designing a website for smartphones, tablets and mobile devices ...
  9. 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 ...
  10. Financial Singularity

    A financial singularity is the point at which investment decisions are better left to intelligent machines rather than human ...
  11. Financial Adviser

    A financial adviser (or advisor) is a professional who provides financial guidance to clients based on their needs and goals.
  12. Open Architecture

    Open architecture is used to describe a financial institution's ability to offer clients both proprietary and external products ...
  13. Wrap Fee

    A wrap fee is a comprehensive charge levied by an investment manager or investment advisor to a client for providing a bundle ...
  14. Top 5 Robo-Advisors for 2018

    Robo-advisors have surged in popularity as investors seek low-cost, automated investing opportunities.
  15. Clients Increasingly Combining Human and Digital Advice

    Robo advisory firms aren't the only ones increasingly adopting a hybrid approach.
  16. The Benefits of Combining Advisors and Robo-Advisors

    There are many benefits to combining traditional financial advisors and robo-advisors.
  17. Tax-Harvesting Rule in Senate Tax Proposal Could Change How Robo-Advisors Move Money

    A proposal in the Senate tax reform bill would require changes for online brokerages with robo-advisory services.
  18. Wells Fargo Launches Hybrid Robo, Courting Millennials

    Wells Fargo's new hybrid robo advisor enters the digital advice space facing a number of challenges.
  19. Charles Schwab (SCHW) to Take on Robo-Advice Startups

    With startups circling, Schwab will do what it does best: cut costs to grab market share.
  20. Charles Schwab: Millennials Like Robo-Advisors

    Millennials are willing to use robo-advisors if they're aware of them—and that's good for Schwab.
  21. Betterment Robo-Advisor to Partner With Goldman Sachs and BlackRock

    The roboadviser Betterment will open two new portfolio options for customers.
  22. Why Robo-Advisors Aren't Always the Right Choice

    Robo-advisors may be cheap and convenient, but they are not the best option for all investors.
  23. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  24. BillGuard Vs. Mint Vs. SigFig Vs. Personal Capital

    Which of these financial apps deserves a place on your mobile? That depends on your needs and how sophisticated you want ...
  25. How Robo-Advisors Fall Short of Human Advisors

    There are certain scenarios where robo-advisors will never be able to replace human advisors.
  26. Will Amazon's Alexa Be Your Next Financial Adviser? (AMZN)

    The smart assistant already has a number of skills required in financial services.
  27. 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, ...
  28. Brandon Thomas on Merging Tech & Financial Advice

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

    A combination of robo-advising and human advising can provide affordable, quality investing advice.
  30. 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.
  31. Robos & Financial Advisors: Cooperation Not Competition

    Instead of seeing robo-advisors as a threat, traditional financial advisors should embrace them.
  32. 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 ...
  33. Pros and Cons of Robo-Advisor Personal Capital

    A look at the pros and cons of robo-advisor Personal Capital's robust platform.
  34. 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.
  35. 5 Robo-Advisor Apps for Your Smart Phone

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

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

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

    Robo-advisors are not as capable as human advisors in handling market downturns and volatility.
  39. 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, ...
  40. 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 ...
  41. Robo & Financial Advisors: The Best of Both Worlds

    Robo-advisors and financial advisors can provide complementary benefits to many investors.
  42. Wealthsimple

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

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

    Quantitative trading is a trading strategy based on mathematical computations.
  45. 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.
  46. How Tech Helps RIAs Like Alexandria Capital Grow AUM

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

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

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

    Here's what you should know about the digitization of the alternative investment industry.
  50. 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 ...
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