Automated Investing

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  1. How ESG Investing Can Help Advisors Get Ahead

    Socially responsible investments have become increasingly popular among investors, but relatively few advisors have embraced ...
  2. 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 ...
  3. 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 ...
  4. Mimicking Robo-Advisor Trades: Pros & Cons

    Here's a breakdown of the pros and cons of mimicking robo-advisors.
  5. 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.
  6. 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 ...
  7. 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 ...
  8. 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 ...
  9. 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.
  10. 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.
  11. Roboretirement

    An automated advisory system that manages your retirement plan using algorithms set in place by robo-advisors.
  12. 300 Global ETFs to Get Morningstar Ratings

    Morningstar, an investment research provider, is adding 300 exchange-traded funds to its stable of 650 ETFs.
  13. 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.
  14. Advisors Outsourcing Investment Management Earn More

    Advisors who outsource investment management generate higher revenues than those who don't, a new study shows.
  15. 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.
  16. 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.
  17. 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.
  18. 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 ...
  19. 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 ...
  20. 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 ...
  21. BlackRock: Robo-Advisors Need More Scrutiny

    Blackrock has urged regulators to take a closer look at their new competition, robo-advisors.
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. 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 ...
  26. Managing Small Endowments: A $100B Opportunity

    A shift to outsourced management among small endowments is providing billions in opportunities to capture assets.
  27. How Robo-Advisors Can Fill Mass-Market Advice Gap

    As advisors turn their sights to wealthier investors, robo-advisors are increasingly becoming a reasonable option for so-called ...
  28. Why LPL Is Spending Heavily on Tech

    Here's how the independent broker-dealer Linsco Private Ledger is upgrading its technological services for brokers.
  29. Top 5 Companies Owned by Bain Capital (IHRT)

    Over the course of its history, Bain Capital has made a significant number of investments and divestments in many different ...
  30. Robo-Advisors vs. Passively Managed Funds: Which Is Better? (WFC, SCHW)

    Expense is the main distinction between the two, but each has its plusses and minuses, depending on the type of investor ...
  31. TD Ameritrade's Robo-Advisor: What Options are Available?

    TD Ameritrade Institutional is marching down a different path, offering a smorgasbord of robo-advisor solutions for its clientele.
  32. Does Your Advisor Have an Exit Strategy?

    You've been with your advisor for years, but what happens when he or she retires? Who will be your new advisor?
  33. How Fidelity Go Differs From Other Robo-Advisors

    Unlike robo-advisors, Fidelity's new online investment service is professionally managed by a team of experts rather than ...
  34. SEO Fundamentals for Advisor Web Sites

    These basic SEO measures are useful for advisors looking to strengthen their search rankings while building and maintaining ...
  35. Fidelity Launches Retail Robo-Advisor Fidelity Go

    Fidelity becomes the latest big name to enter the robo-advisor field with the launch of its retail robo-advisor offering. ...
  36. Envestnet: What Advisors Should Know

    Envestnet may be the answer for advisors looking for a complete client service system. Here is the lowdown on its suite of ...
  37. Robo-Advisors That Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one for tailored advisory services. Here's ...
  38. Woman-Focused Robo-Advisor SheCapital Folds

    SheCapital, which put a new spin on robo-advising by offering portfolio management services with a woman-centered approach, ...
  39. WorthFM: Savings and Investments for Women

    You can also invest at Worth FM if you're male, but this new savings and investments platform is focused on the preferences ...
  40. Why the Need for Human Advisors Will Never Die

    As the financial world becomes evermore digitized at a lightning pace, many wonder how relevant human advisors are. This ...
  41. Why Betterment Delayed Trading Post-Brexit Vote

    A look at Betterment and its controversial decision to temporarily halt trading the morning after the historic Brexit vote. ...
  42. Why the Advisory Industry Is Facing a Sea Change

    With many advisors nearing retirement, mounting interest in robo-advisors and advisor defection to competitors are setting ...
  43. Buying ETFs Online Is Easy: Here's How

    Learn how and where to purchase exchange-traded funds (ETFs) online and bypass the standard broker commission that must be ...
  44. Manage Your Own 401(k) or IRA, John Oliver Style

    Read about a few simple and easy steps to help manage your own finances, John Oliver style, even if you don't have a lot ...
  45. How Advisors Need to Evolve to Stay Relevant

    The financial advisory world is rapidly changing. Here's why and how advisors need to evolve to stay relevant and thrive.
  46. Advisor Personality and Its Impact on Biz Success

    Research shows that the advisor industry is made up all type of personalities, and that matching those up strategically can ...
  47. Blooom: How This Robo-Advisor Automates Your 401(k)

    Blooom is a fairly recent entrant into the robo-advisor space, and it is focused on your 401(k). Here's a look at what it ...
  48. Millennials: Manage Your Own Portfolio With ETFs

    Learn how robo-advisors such as Wealthfront and Betterment help millennials take control of their own portfolios with ETF ...
  49. What to Learn from Millennials’ Distrust of Banks

    An examination of why Millennials distrust traditional financial services firms can help financial advisors adapt their ways ...
  50. 9 Top Robo-Advisors for Financial Advisors

    Robo-advisors targeting financial advisors aim to free up their human counterparts for more important work. Here's a list ...
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