Automated Investing

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  1. 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 ...
  2. Why LPL Is Spending Heavily on Tech

    Here's how the independent broker-dealer Linsco Private Ledger is upgrading its technological services for brokers.
  3. 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 ...
  4. 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 ...
  5. 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.
  6. 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?
  7. 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 ...
  8. SEO Fundamentals for Advisor Web Sites

    These basic SEO measures are useful for advisors looking to strengthen their search rankings while building and maintaining ...
  9. 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. ...
  10. 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 ...
  11. 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 ...
  12. 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, ...
  13. 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 ...
  14. 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 ...
  15. 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. ...
  16. 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 ...
  17. 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 ...
  18. 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 ...
  19. 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.
  20. 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 ...
  21. 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 ...
  22. 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 ...
  23. 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 ...
  24. 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 ...
  25. Why Boomers And Millennials' Portfolios Are Incomparable

    Discover the investment styles of baby boomers and millennials, and learn why the baby boomer portfolios are bigger and more ...
  26. Why Advisors Shouldn't Overlook Impact Investing

    The demand for impact-centered portfolio management is rapidly growing. Here's how advisors can get on the bandwagon with ...
  27. The Devil Is in the Details with New Advisor Rules

    Don’t be lured into a false sense of security with advisors because of the new DoL ruling. Due diligence is still a must ...
  28. Why Robo-Advisors Fall Short with Diversification

    Although publicized as an investment panacea, robo-advisors may fall short on personalized diversification.
  29. What Advisors Need to Know About Dashboarding

    Here's how advisors can leverage dashboards to consolidate information and mine it for useful insights to improve their practice. ...
  30. 4 Top Tech Tools for Understanding Clients

    Advisors can leverage new technology to dramatically improve their workflow and overall profitability over time. Here are ...
  31. What Financial Advisors Can Learn from Robo-Advisors

    There are several things that advisors can learn from robo-advisors that can help them to effectively scale and grow their ...
  32. E*Trade Builds Its Own RoboAdvisor (ETFC)

    E*Trade's product, known as Adaptive Portfolio, will offer a combination of active and passive investment strategies
  33. Why High Net Worth Women Need a Wealth Manager

    Hiring a wealth manager is something any high net worth individual should consider, but it's particularly important for affluent ...
  34. 4 Ways Retirees Can Get Free or Low-cost Financial Advice

    Not every retiree can afford to pay a lot for financial advice. Thankfully there is lots of free and low-cost help available ...
  35. The 3 Best Robo-advisors for Retirees

    Robo-advisors are popular among retirees who like the low-cost way of getting an investment plan. But some are better for ...
  36. How the New Fiduciary Rule Will Hit Broker-Dealers

    While the new rules are likely to impact all financial advisors, it is expected that those in the brokerage world will be ...
  37. 529 Plans: The Next Frontier for Robo-Advisors

    Here's how robo-advisors are infiltrating the 529 college savings plan market.
  38. The Top 2 Robo-Advisors for Retirees

    Retirees looking to cut their investment management costs may want to consider these two robo-advisors.
  39. Robo-Advisors Grouped By Their Features

    The right robo-advisor is the one that fits your wallet and your investment philosophy. In most cases there’s more than just ...
  40. The Best Robo-Advisors for the Rich

    For those investors who have hit the top ranks of the nation's wealthiest, there's likely a robo-advisor for you. Here are ...
  41. RIAs Seeing Record Compensation Levels

    Being an advisor can mean having a long and fruitful career, especially with compensation hitting records. But it's not expected ...
  42. Robo-Advisors: How to Pick the Best One for You

    Looking to simplify your investing life? We've sifted through some of the top robo-advisors to help you choose the one best ...
  43. The Best Robo-Advisor if You're Middle-Aged, Middle-Income

    If you’re middle-income and middle-aged and know you need to save for retirement, this robo-advisor is a good place to start.
  44. 6 Questions to Ask a Financial Advisor

    Here are 6 questions you should ask to get to know a financial advisor before entrusting them with your financial well-being.
  45. Robo vs. Human Advisors for Women Investors

    When managing their wealth, women choosing between a robo-advisor and a human advisor should look at how well the two options ...
  46. Betterment vs. ShareBuilder 401(k): Comparing Small Business 401(k) Providers

    Find out how ShareBuilder 401K and Betterment compare in their 401(k) plan offerings for the underserved small businesses ...
  47. The Best Robo-Advisors for Beginner Investors

    There are a handful of robo-advisors that may be a good fit if you're just starting out. Here's a peek at one with no fees ...
  48. How Vanguard is Dominating Robo-Advisor Arena

    In less than a year, Vanguard’s robo-advisor platform has accumulated a whopping $12 billion in assets. Here's how.
  49. Advisor Insights: What You Need to Know

    Advisor Insights seeks to connect Investopedia's 20 million users to the many financial advisors who use Investopedia. There ...
  50. How the New Fiduciary Rule Will Impact Investors

    The DOL's new fiduciary rule is now in effect. Here are a few areas where individual investors, including clients and prospects, ...
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Hot Definitions
  1. Retirement Planning

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

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

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

    The return of an investor's principal in a fixed income security, such as a preferred stock or bond; or the sale of units ...
  5. Solvency

    The ability of a company to meet its long-term financial obligations. Solvency is essential to staying in business, but a ...
  6. Dilution

    A reduction in the ownership percentage of a share of stock caused by the issuance of new stock. Dilution can also occur ...
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