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Robos built for advisers struggling to gain traction
Only a small number of advisers are using these platforms.
Trizic rebrand shows difficult route for robo-advisers
Harvest to focus on banks and credit unions instead of independent advisers.
Hybrid robo looking to offer financial wellness to retirement plan sponsors
BrightPlan Coach fashions a financial plan for each employee and provides guidance on spending, financial goals, investing, debt management, estate planning and insurance.
Robo-advisers are dead. Long live digital advisers
Worksites provide huge opportunity for 401(k) advisers to integrate fintech solutions.
Fintechs find new focus helping clients with cash management
Robo-advisers, lenders and stock trading apps are all launching high-yield savings accounts.
All robo, no advice
Robo-advisers are here to stay but it's valid to criticize their limited planning options.
Folio Financial launches platform to build next generation of robo advice
Will the technology be enough for the custodian to gain market share?
Goldman Sachs primed to launch new robo-adviser Marcus Invest
Goldman Sachs Inc. is testing its digital advice platform with employees ahead of a public rollout slated for the first quarter, according to a company memo reviewed by InvestmentNews.
Franklin Templeton partners to launch new robo-adviser Tango
Franklin Templeton has tapped Singapore-based wealthtech Bambu and Apex Clearing to launch a new turnkey robo-adviser, Tango, in an increasingly competitive digital advice space.
New robo-adviser to collect management fees only when it beats the market
Instead of a basket of ETFs, SGIM's algorithm will actively pick individual securities.
Michael Kitces on the fate of robos, Yelp help and recent fintech competitions, products
This month's edition of the Latest News in Financial Advisor #FinTech kicks off with big news about high-profile robo-advisers pivoting to B2B products for advisers.
Michael Kitces: The Latest In Financial Advisor FinTech — July 2018
This month's edition kicks off with the big news that robo-advisor-turned-enterprise-digital-advice platform SigFig has raised a whopping new $50M round from famous VC firm General Atlantic.
Robo advisers are stepping up their financial planning
Betterment wants to give more advice on held-away retirement plans and Wealthfront expands college planning.
How robos weathered Q1 market volatility
BackEnd Benchmarking's Robo Report found SoFi used emerging markets and high-yield munis to protect client assets.
Aon Hewitt wins 401(k) lawsuit over robo-adviser kickbacks
It's the fourth time a retirement-plan record keeper has prevailed in a lawsuit scrutinizing fees received from Financial Engines.
Fiduciary double standard gives robos a free ride
What if a human adviser dispensed portfolio recommendations based solely on the answers to 10 or 12 written questions?
Robos, digital platforms and human financial advice: What investors really want
The following is an excerpt from a new research paper, “An adviser’s guide to…
Jeffrey Gundlach not impressed with robo advisers
He says 'one-size fits all' portfolios are a dangerous bet, especially in a market decline
5 robo-advisers with the most client assets
Robo-platforms are projected to have about $385 billion in client assets by the end of 2021, according to Cerulli Associates.
Power Financial invests $37 million in Wealthsimple as robo seeks bigger U.S. market share
Power, the Canadian parent of Putnam Investments and Great-West Financial, has now invested a total of $74 million in the robo-adviser
