Displaying 6 results
People don’t get how robos work, and that’s a problem, J.D. Power finds
Demand for robos might be cooling, but many are still interested in them, despite a lack of understanding.
UBS to start digital wealth manager in the US
The new service, scheduled to begin sometime next year, will service customers with between $250,000 and $2 million in assets, a group that UBS hasn't previously targeted in a meaningful way.
Betterment account openings skyrocket 116% in first quarter
Betterment's push to expand across multiple business lines and recent M&A activity could be prompting the robo-adviser toward new gains.
Why funds must offer advice in 401(k) space
Because of COVID-19, retirement savers need advice more than they ever did before
Why robo-advice benefits from free financial planning
By increasing access to financial plans, companies may be creating a natural avenue to digital advice
Bank of America’s free planning tool could benefit advisers too
The tool expands access to financial planning to nearly 40 million active digital banking users and may eventually funnel clients into Merrill Lynch
