SigFig Review-Low fees, human advisors, free investment analysis
Robo Advisor ReviewsRobo with Financial AdvisorSigFig

SigFig Review – Expert Analysis of Low Fee Robo-Advisor

Staff Columnist, Kevin Mercadante SigFig Robo-Advisor Expert Review SigFig is a robo-advisor that manages your account while it is held in popular investment brokerage platforms, like Schwab, Fidelity, and TD Ameritrade. They offer comprehensive portfolio management, and at very reasonable fees. SigFig provides three different portfolio management levels. 1. The Free service provides limited investment analysis. 2. The Managed Portfolio, is the comprehensive offering with all of the available investment services. 3. The Diversified Income Portfolio is designed for retirees. This conservative approach targets an …

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robo investment advisors with human touch
BettermentPersonal CapitalRobo with Financial AdvisorVanguard Robo-advisor

5 Robo-Advisors With Human Touch – Digital Investment Advice + Live Advisors

Let’s face it, the idea of turning one’s finances over to a robo-advisor is nerve-wracking for some. In fact, you might be skeptical about hiring a totally automated investment manager and would prefer a robo-advisor with human advisor. There’s no denying that robo-advisors are helping people make good investment choices as well as, if not better than, traditional financial planners. Often, robo-advisors are more affordable than their human counterparts, and offer 24/7 service for a fraction of the cost of a traditional advisor. Since they’re …

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SoFi robo-advisor is great for existing SoFi customers.
Robo Advisor ReviewsSoFi Wealth Management

SoFi Wealth Management Robo-Advisor Review

Staff Columnist, Kevin Mercadante SoFi Robo-Advisor Expert Review Short for Social Finance, Inc., SoFi is best known for providing student loan refinances. SoFi was founded in 2011, as an online peer-to-peer (P2P) lending platform. In fact, they have grown to be one of the most innovative P2P platforms in the industry. They also offer personal loans, and of late, even mortgages. This SoFi Wealth robo-advisor review dives into the features, pros and cons of this latest digital investment manager. The platform has grown to more than …

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Fidelity Robo-Advisor Review - Expert analysis of Fidelity's digital investment advisor.
Fidelity GoRobo Advisor Reviews

Fidelity Robo-Advisor Review – Expert Analysis of Fidelity Go

Staff Columnist, Kevin Mercadante Fidelity Go Robo-Advisor Review Fidelity Go is an online, automated investment platform, commonly known as a robo-advisor. It is the robo-advisor arm of Fidelity Investments. Fidelity Investments is one of the largest investment brokerage firms in the world, offering brokerage services, a large family of mutual funds, retirement services, wealth management and life insurance. As of 2016, the company had $2.13 trillion in assets under management (AUM). Fidelity operates two of the most popular equity funds in the world, Fidelity Magellan …

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Motif Impact Investing Review-Change the World with this Robo-Advisor
MotifRobo Advisor ReviewsRobo-Advisor News

Motif Impact Review – Make a Difference With Socially Conscious Robo-Advisor

*Please read affiliate disclosure below. Motif Sustainable Automated Investing  Review Motif Platform Recap Motif Investing is a low-cost way to create your own portfolio and get actionable investment ideas. As we wrote in “Robo-Advisor vs. DIY – Motif Is For All Investors” you can become your own mutual fund manager for a low fee. Buy a pre-made or personally designed Motif or collection of 30 stocks for $9.95. Choose from scores of Motif’s representing market sectors, such as tech or healthcare to investment approaches such as momentum …

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Robo-advisors and the future of the wealth management industry
Investing CommentaryRobo-Advisor News

How Do Robo-Advisors Fit in With Traditional Wealth Managers?

The Relationship Between Robo-Advisors and Traditional Wealth Managers Robo-advisors are upending the wealth management industry. Digital wealth managers are launching new platforms, merging, and creating hybrid models. Robo-advisor growth is explosive, but digital investment advisors remain small participants in the total global wealth management AUM. Discover whether the robo-advisor is a true threat to the conventional wealth manager or not. Interview with Barbara A. Friedberg, MBA by Maryna Tykholoz – Cukov, MS for her International Management MBA thesis at Furtwangen University, Germany on the topic, …

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Insurtech - the new fintech innovation. Insurance in minutes, not months.
InsurtechRobo-Advisor News

Insurtech: Fast Life Insurance Coverage

Guest contributor, JC Matthews Insurtech: Rapid Underwriting  The End of the 3 Month Life Insurance Application Fintech, or financial technology solutions have dominated the finance industry, yet insurtech is late to the party. Insurtech describes financial innovation technology solutions for the insurance industry. These new fintech insurance technological advances expedite the insurance process saving you time and money.   You’ll probably agree that the current life insurance underwriting process is too long, entirely frustrating, and doesn’t meet your expectations of the life insurance buying process, either online …

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M1 Finance adds socially responsible investing to their DIY - robo-advisor investment model.
M1 FinanceRobo-Advisor NewsRobo-Advisor Strategy

M1 Finance Joins the Socially Responsible Investing Trend

Please see affiliate disclosure below.* “M1 believes people should always have their money working for them in a way that aligns with their objectives and values.” ~Brian Barnes, CEO M1 Finance Regardless of what you call it; socially responsible, impact, sustainable or socially conscious investing, the genre is exploding. The Forum for Sustainable and Responsible Investment reports an 89% increase in socially responsible investing since 2012. The Forum claims that $7 trillion is invested with firms touting environmental, social and corporate governance (ESG) issues. And …

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Vanguard Personal Investor Services - Robo Advisor Review - human + digital advice
Robo Advisor ReviewsRobo with Financial AdvisorVanguard Robo-advisor

Vanguard Personal Advisor Services Review-Top AUM & Low Fee

Staff Columnist, Kevin Mercadante Vanguard Robo-Advisor Expert Review Vanguard Personal Advisor Services is part of the Vanguard Group, which is the world’s largest mutual fund company, and the second largest provider of exchange-traded funds (ETFs). The Vanguard Group has over $4 trillion in assets under management (AUM). The company was founded by John C. Bogle, who developed the first index fund. Robo-advisor fever is sweeping the investment universe, with even large, well-established brokerages adding their own robo-advisor services as part of their overall product menu. …

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IncomeClub bond robo-advisor is better than investing in the best bond funds.
IncomeClub - Bond robo-advisorRobo Advisor Reviews

IncomeClub Review – Better Than the Best Bond Funds

*Please read affiliate disclosure below. IncomeClub: The Holy Grail of Bond Robo Advisors  Are you wondering, what are the advantages of investing in bonds? Maybe you’re curious as to whether there are bond robo-advisors. If so, then IncomeClub might provide your bond investing solution. In this IncomeClub review, you’ll find out the answer to, ‘What are bonds?’ and ‘Why to invest in bonds?’ You’ll discover the differences between individual bonds and bond funds. Without investing a dime, you’ll understand how IncomeClub works as well as the …

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