| Robos | 2016 Jan | 2015 Jan | Yearly change | 2015 by quarter |
|---|---|---|---|---|
| Financial Engines** | 104,426 | 88,200 | ▴18.4% | |
| Vanguard** | 31,000 | N/A | N/A | |
| Schwab* | 5,300 | N/A | N/A | |
| Betterment | 3,228 | 1,105 | ▴192.1% | |
| Wealthfront | 2,613 | 1,703 | ▴53.4% | |
| Personal Capital** | 1,518 | 862 | ▴76.2% | |
| Future Advisor | 695 | 232 | ▴199.2% | |
| Asset Builder | 686 | 616 | ▴11.4% | |
| Blooom | 157 | 26 | ▴501.8% | |
| Acorns | 87 | 5 | ▴1712.5% | |
| SigFig | 70 | 59 | ▴17.6% | |
| WiseBanyan | 35 | 20 | ▴74.6% | |
| Hedgeable | 35 | 3 | ▴1278.0% | |
| Covestor | 16 | 27 | ▾38.3% | |
| TradeKing | 12 | 1 | ▴857.7% |
Vanguard finds auto portability curbs cash-outs, while PensionBee data show most automatic rollover IRAs lose value within a year
Retirement savings gap widens as clients underestimate nursing home costs by nearly half.
Aurora-based Beacon Financial Group selects broker-dealer’s Empowered Independence channel to secure its next chapter.
In this InvestmentNews TV panel, leading advisors discuss longevity risk, retirement income planning, withdrawal strategies, healthcare costs, and the mindset shifts retirees need to enjoy the wealth they've worked so hard to accumulate.
&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones advisor in Miami
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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