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Robo-Advisers

Displaying 123 results

Topic

What advisers actually want from robos

These are some of the key features advisers consistently rank as imperative.

Topic

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.

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  • News
  • April 20, 2017

Robo offers white-label version for advisers

InvestmentPOD says it provides dynamic strategies at robo prices

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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.

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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.

Topic
  • News
  • January 11, 2017

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.

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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.

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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.

Topic
  • News
  • November 1, 2016

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.

Topic
  • News
  • August 9, 2016

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.

Topic
  • News
  • August 2, 2016

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.

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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.

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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.

Topic
  • News
  • December 20, 2015

Robo-advisers demand attention

Financial professionals need not fear robo-advisers, but they can't afford to ignore them

Topic
  • News
  • November 28, 2015

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.

Topic
  • News
  • November 5, 2015

2,500% asset growth projected for robo-advice platforms

Led by major firms, assets under management forecast to reach $489B by 2020, Cerulli says.

Topic
  • News
  • October 14, 2015

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.

Topic

Stronghold takes wraps off robo matchmaker

Firm with ties to self-help guru Tony Robbins unveils PortfolioCheckup.

Topic
  • News
  • February 19, 2015

Ritholtz Wealth Management launches robo platform

Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors

Topic

This ain’t no Fantasyland: Tales from T3

Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.