Displaying 123 results
What advisers actually want from robos
These are some of the key features advisers consistently rank as imperative.
MLB managers can coach advisers through the robo-revolution
The most successful MLB managers gladly give up tedious tasks to technology to spend more time fostering relationships and building trust with players.
Robo offers white-label version for advisers
InvestmentPOD says it provides dynamic strategies at robo prices
Getting a handle on robo-advisers’ returns
Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out.
When it comes to investment returns, not all robos measure up
Schwab and Vanguard at opposite ends of robos' performance spectrum, advisory firm's report finds.
Robos jumping into socially responsible investing space
Several digital platforms are filling a void left by advisers by offering clients the opportunity to back their values with their investments.
RIAs rank technology spending as top priority amid competition from robo-platforms: Scottrade survey
Technology spending has edged out spending on business growth as the top priority for registered investment advisers, according to a recent survey.
We’ve reached the saturation point for robo-advisers
News of an executive reshuffling at Wealthfront comes at an interesting juncture for the automated-advice space.
Wealthiest clients will use robos — but want human advisers as well: LinkedIn survey
While open to using robos for basic investing, they want traditional wealth managers for complex needs.
Fidelity officially launches retail robo-adviser
After months of testing, Fidelity Go is up and running, giving investors access to an automated platform with traditional management.
Robo-advisers increasingly represent a useful ally for human advisers
Robos can enlarge the advisory business as a whole, expanding the pools of both providers and users of advice.
Beating robo-advisers at their own game
Complacency over adopting new technology will only lead to a declining business, technology expert Joel Bruckenstein said at the Morningstar Investment Conference this week.
Invesco acquires robo-adviser Jemstep
Investment management firm Invesco has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers.
Robo-advisers demand attention
Financial professionals need not fear robo-advisers, but they can't afford to ignore them
SheCapital gets women started with investing
After an illness unexpectedly put her in charge of her father's finances, SheCapital founder Tina Powell started a program to help fellow women better manage money.
2,500% asset growth projected for robo-advice platforms
Led by major firms, assets under management forecast to reach $489B by 2020, Cerulli says.
Sallie Krawcheck announces funding for launch of women-focused robo-adviser
Concept of gender-specific automated investment service takes off with the second of its kind just a month after the first launched.
Stronghold takes wraps off robo matchmaker
Firm with ties to self-help guru Tony Robbins unveils PortfolioCheckup.
Ritholtz Wealth Management launches robo platform
Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors
This ain’t no Fantasyland: Tales from T3
Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.