Automated Investing

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  1. 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.
  2. Top Takeaways from the DOL's Fiduciary Rule FAQs

    The DOL's first round of fiduciary rule FAQs addresses many key issues for advisors.
  3. 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.
  4. Majority of Investors Don't Mind Paying Advisor Fees

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

    BICE is the process that allows investment advisors to collect commissions, revenue sharing or other types of compensation ...
  6. 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 ...
  7. Robo-Advisors: Vanguard vs. BlackRock vs. Schwab

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

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

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

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

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

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

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

    These technologies can help advisors increase sales and improve client service with less overhead costs.
  15. 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 ...
  16. 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.
  17. 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.
  18. 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.
  19. Robo-Advisor Grow Targets SRI Niche

    Recently launched robo-advisor Grow focuses on sustainable investments.
  20. 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.
  21. 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.
  22. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  23. 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 ...
  24. 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 ...
  25. B2B Robo Advisor

    A B2B Robo Advisor is a digital automated portfolio management platform that is aimed at financial advisors.
  26. Mimicking Robo-Advisor Trades: Pros & Cons

    Here's a breakdown of the pros and cons of mimicking robo-advisors.
  27. Robo Tax Loss Harvesting

    The automated selling of securities in a portfolio to deliberately incur losses in order to offset any capital gains or taxable ...
  28. DOL Releases First Round of Fiduciary Rule FAQs

    The DOL has published the first round of FAQs, answers to 34 frequently asked questions, on the new fiduciary rule.
  29. CRM2

    CRM2 refers to new rules around the reports and disclosures made by Canadian investment dealers and advisors.
  30. How Schwab Is Upgrading Its Robo-Advisor Platform

    Here's the lowdown about the enhancements Charles Schwab is making to its robo-advisor platform, Institutional Intelligent ...
  31. How Much Can an Advisor Help Your Returns? How About 3% Worth?

    Studies show that advisors usually earn their keep by functioning as behavioral coaches for their clients rather than from ...
  32. Advisors: Here's What Affluent Millennial Clients Want

    Advisors who fail to target the Millennial generation early on could be making a costly mistake over the coming years. Here's ...
  33. Betterment Says New 'Tax Drag' Algorithm Will Boost Returns

    Betterment has rolled out a tax-coordinated portfolio that it claims will boost returns by 0.48% annually.
  34. The Biggest Tech Mistakes Financial Advisors Make

    By properly using technology, advisors can stand out from the competition. These are the biggest mistakes to avoid.
  35. Roboretirement

    An automated advisory system that manages your retirement plan using algorithms set in place by robo-advisors.
  36. 300 Global ETFs to Get Morningstar Ratings

    Morningstar, an investment research provider, is adding 300 exchange-traded funds to its stable of 650 ETFs.
  37. How the Fiduciary Rule Impacts Advisor Technology

    Advisors need to make sure that the technology used in their practice is in compliance with the new fiduciary rule.
  38. Advisors Outsourcing Investment Management Earn More

    Advisors who outsource investment management generate higher revenues than those who don't, a new study shows.
  39. Can Robo-Advisors Meet the Fiduciary Standard?

    The advent of robo-advisors has broached the question of whether they should also be regulated like traditional advisors.
  40. Merrill Lynch to Enter Robo-Advisor Arena

    Merrill Lynch is set to launch a robo-advisor, which would make it the latest major financial services firm to do so.
  41. Choose ETFs Over Mutual Funds for Your Portfolio

    Many people debate the merits of mutual funds versus ETFs. Here are some reasons why ETFs should come out on top.
  42. What Advisors Need to Know About Gen X and Gen Y

    To remain relevant, financial advisors must understand the viewpoints of the next generations. Recent research shows that ...
  43. How Robos, Tech, the Fiduciary Rule and Millenials Intersect

    Investopedia hosted a panel of financial advisors to discuss technology, robo-advisors, the Fiduciary Rule, millennials and ...
  44. Fiduciary Rule Will Cost Industry $11B by 2020

    A recent study projects that the total cost to advisors and firms of implementing the new fiduciary rule will reach about ...
  45. BlackRock: Robo-Advisors Need More Scrutiny

    Blackrock has urged regulators to take a closer look at their new competition, robo-advisors.
  46. Your Financial Planner Can Embrace Robo-Advisors

    Financial planning is a process in which a human advisor plays a crucial role. But robo-advisors have their place, too. Here's ...
  47. Betterment Expands and Reaches for More Advisors

    Robo-advisor Betterment recently announced that it is going to start offering additional investment options to its advisor ...
  48. Advisors' Guide to Robo-Advisors

    Advisor Tina Powell shares her advice for examining robo-advisors.
  49. Wells Fargo Draws $185M Fine for Fake Accounts (WFC)

    Wells Fargo to pay $185 million federal penalty after its employees created fake accounts and debit cards on behalf of unsuspecting ...
  50. Robots at Work: 6 Ways to Beat Workplace Automation

    As companies become increasingly automated and human workers are replaced by robots, there are ways to stay relevant in the ...
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Hot Definitions
  1. Covariance

    A measure of the degree to which returns on two risky assets move in tandem. A positive covariance means that asset returns ...
  2. Liquid Asset

    An asset that can be converted into cash quickly and with minimal impact to the price received. Liquid assets are generally ...
  3. Nostro Account

    A bank account held in a foreign country by a domestic bank, denominated in the currency of that country. Nostro accounts ...
  4. Retirement Planning

    Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve ...
  5. Drawdown

    The peak-to-trough decline during a specific record period of an investment, fund or commodity. A drawdown is usually quoted ...
  6. Inverse Transaction

    A transaction that can cancel out a forward contract that has the same value date.
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