FinDEVr 2016 stand outs! 1787fp, WiseBanyan, Woo Trader, DriveWealth Drill downs
Robo Advisor ReviewsRobo-Advisor NewsRobo-Advisor Strategy

FinDEVr 2016 Top Robo-Advisor and Investment Platforms

FinDEVr 2016 Stand Outs in the Fintech Arena Covering FinDEVr Silicon Valley is one of my favorite events. It gives me an opportunity to check out the latest Fintech players. Culled from the many presentations, these four stand outs are bringing new tools and apps to the robo-advisory, investment and wealth management field. The FinDEVr event is the sister event Finovate, another exciting fintech bash. DriveWealth – Invest on Your Own Terms DriveWealth was designed with the millennial investor in mind. On-the-go investors or investor hopefuls will enjoy …

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Best site to buy stocks and research investment ideas.
MotifRobo-Advisor Strategy

Best Site to Buy Stocks-Motif Investing

How I Use Motif Investing to Find Good Ways to Invest Money Guest contributor, Joseph Hogue, CFA Why is Motif Investing the Best Site to Buy Stocks? Motif Investing can help you save money investing but it is also one of my favorite tools for finding investing ideas. This website posted a review of Motif Investing a few months back, comparing it against robo-advisors and the DIY option in investing. It had some great points and got me thinking about how I was using Motif. …

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M1 Finance Robo-Advisor Review-DIY + Investing Automation
Robo Advisor ReviewsRobo-Advisor News

M1 Finance Review: Robo-Advisor For The Engaged Investor

M1 Finance Review-For the Engaged Investor “Forty years of research into behavioral finance tells us that the best way to invest is to define a strategy and then automate it, a process that enforces discipline and encourages us to ignore short-term noise and capitalize on long-term trends,” said Brian Barnes, CEO of M1 Finance. One of the newest robo-advisor platforms to hit markets, M1 Finance, offers a unique twist to the fintech landscape. Recently showcased at NYC Finovate, M1 Finance brands itself as being geared …

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Is Wealthfront Worth it? Returns + Funds + Add ons
Robo Advisor ReviewsWealthfront

Is Wealthfront Worth it? Wealthfront Review-Part 3

Wealthfront Review-Part 3 Now it’s time to get our hands dirty and integrate the Wealthfront Review-Part 1 and Part 2 with projected return scenarios, the available funds and a detailed explanation of the differentiating features of the Wealthfront platform. The Wealthfront Review-Part 3 final analysis integrates all the key components of the platform and gives you confidence to answer the question, ‘Is Wealthfront Worth it for you?’ What Long Term Return Can I Expect from Wealthfront? “Based on return estimates derived from the market (not Wealthfront’s …

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Robo Investment Advice-Pros and Cons-Still on the fence about robo-advisors? Here's your answer.
Investing CommentaryRobo-Advisor News

Robo Investment Advice: The Pros and Cons

Robo-advisors have been making headlines lately as a great substitute for traditional personal financial advisors. But is robo investment advice worth the hype? As with any decision regarding your money, it is essential to consider the pros and cons of robo advice before investing with a digital advisor. In particular, you should consider how robo investment advice stacks up against a financial advisor and which works better for your lifestyle. What is Robo Investment Advice? Robo advisors vary, depending on which platform you choose. Some …

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Tax Smart Asset Location Investment Placement - Is Betterment's solution for you?
BettermentInvesting CommentaryRobo-Advisor News

Tax Smart Asset Location Investment Placement – Betterment Offers a Solution

How to Minimize Taxes With Asset Location Investors clamor for the highest returns possible within their risk comfort level. But what if there were another way to grow your returns, without added risk? That’s where investment asset location comes in. Asset location is considered a superb way to increase your overall investment returns without taking on additional risk. Asset location is a strategy to minimize your taxes on investment profits by putting investments with larger potential tax obligations in tax deferred accounts and those with smaller tax …

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Best robo-advisors for women.
Robo Advisor ReviewsRobo-Advisor Strategy

The Best Robo-Advisors for Women

Best Robo-Advisors for Women Ladies: searching for the best robo-advisors for women is essential if you are looking to make the most of your investments while still staying true to your investing style. Although everyone begins investing with the same end goal in mind – increasing net worth – the ways men and women go about investing can differ greatly. As women tend to be more conservative and steadfast when choosing an investment strategy, the robo-advisor field is is waking up to their needs and …

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Get free report of top 11 robo-advisor trends
Robo-Advisor News

Top 11 Robo-Advisor Trends for the Future

Free Robo-Advisor Trends Report from Top Experts The robo-advisory field is upending the financial industry. Consumers benefit with low fees and low minimums for top-notch investment portfolios. You can get a professionally-managed investment portfolio for with no administrative fees at WiseBanyan and Schwab with their  Intelligent Portfolios. Wealthfront and Betterment aren’t far behind with management fees below 0.25%. The big investment houses -Vanguard, Schwab, TD Ameritrade and more – are jumping on the robo-advisor bandwagon as well. Not to be left behind, financial advisors are competing …

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Wealthfront Portfolio Review Recommendations
Robo Advisor ReviewsWealthfront

How to Sign Up for Wealthfront – Evaluate the Secret Portfolio Set Up Ingredients

Wealthfront Review-Part 2  How to sign up for Wealthfront leads you through a quick existing portfolio analysis and an investigative questionnaire. In Part 1 -‘Should I Use Wealthfront?’, you received an overview of the Wealthfront platform, distinguishing features including their direct investing options to minimize taxes and a picture of their fee structure. In Wealthfront Review-Part 2 – ‘How to Sign Up for Wealthfront’ you’ll learn about how Wealthfront  crafts your ideal portfolio, while considering your other assets. You also uncover the details about the existing portfolio review feature. …

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Are robo-advisors beyond the the Fiduciary Rule?, Massachusetts SEC thinks so!
Investing CommentaryRobo-Advisor News

Robo-Advisors, Massachusetts and the Fiduciary Rule-A Peak into the Future?

Robo-Advisors Are the Wild West of Financial Advising Robo-advisors have taken the investment world by storm. Most of the Betterment, Motif, Personal Capital, Wealthfront, TradeKing Advisors and more have sprung up within the last 10 years. Promising to be an investment management panacea for the individual investor, these new platforms are sparking controversy among the regulators. The automated advisory robos’ claim to provide the average Jane and Joe with top notch investment portfolios, informed by modern theory along with low-fees. By cutting customer expenses and implementing …

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