BettermentInvesting CommentaryPersonal CapitalRobo-Advisor NewsWealthfrontWiseBanyan

The Robo-Advisor War Is Heating Up-Find Out What’s Next

Keeping up with the growing number of robo-advisors is a full-time job. After consulting on the fintech, robo-advisor topic and discovering that hybrid robo-advisors are the wave of the future, I thought I could take a breath. It turns out, that every day in my news feed there’s another robo-advisor development. Financial advisors need to incorporate digital advisors or perish. The stand-alone shops-Betterment, Wealthfront, free WiseBanyan, Personal Capital – are being challenged by the investment brokerage firms. Thanks to the Visual Capitalist for creating this …

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2016 Best Robo-Advisor Returns - Find out who takes the robo-advisory crown
Personal CapitalRobo-Advisor NewsRobo-Advisor Strategy

2016 Best Robo-Advisor Returns – Who’s the Winner?

Having been in the investment markets for decades, I know that one-year returns for any type of investment strategy don’t necessarily tell you a lot. Yet, robo-advisors have something special going for them. Almost every automated investment advisor creates digital portfolios using Modern Portfolio Theory. That means the algorithm strives to create a mix of stock, bond and alternative funds that offer the best returns for your risk comfort or tolerance level. In plain language, most robo-advisors are structured to create efficient investment portfolios with good, long …

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Robo-advisor exchange traded fund management expense ratio-what is it?
Investing CommentaryRobo-Advisor Strategy

What Is a Robo-Advisor Fund Management Expense Ratio?

Don’t Fall For High Fund Management Expense Ratios Most robo-advisors have an advertised management expense ratio (MER) fee. This is the percent you pay to the automated advisor to manage your investments. It ranges from zero with WiseBanyan to between 0.49% and 0.89% for the Personal Capital Advisors specialized service. Yet, there’s another fee that every investor who buys a mutual or exchange traded fund pays, whether they’re investing in a robo-advisor or not. This is the fund’s management expense ratio. When investing with a …

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Clarity Money Review - Free money management tool that helps save, budget & more.
Investing CommentaryRobo Advisor ReviewsRobo-Advisor News

Clarity Money Review – Free Financial Concierge App

By staff columnist, Alexandra Deluise Clarity Money Review – This App is On Fire In its first week, 40,000 users downloaded the Clarity Money app. This Clarity Money Review delves into what’s great about Clarity Money, and what’s not. In the beta test, Clarity Money saved users an average of $300 per year by slashing wasteful spending. According to the BusinessWire press release Clarity Money has already analyzed $5 billion in transactions and saved users over $300,000 in cancelled subscriptions, in its first month. Newly launched …

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Best WiseBanyan Review - Account Overview Dashboard
Robo Advisor ReviewsWiseBanyan

WiseBanyan Expert Review 2017 – Free Robo-Advisor

Disclosure: Please note that this article may contain affiliate links which means that – at zero cost to you – I might earn a commission if you sign up through the affiliate link. That said, I never recommend anything I don’t personally believe is valuable. The Best WiseBanyan Free Robo-Advisor Review – 2017 It seems as if everywhere you turn, you’re getting advice to start investing now. That’s because your retirement future is now your responsibility. Even if you have a good job, the days of …

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2017 robo-advisor news updates from WSJ, CNET, MarketWatch and more.
Investing CommentaryRobo-Advisor News

Top 2017 Robo-Advisor News from MarketWatch, CNET, WSJ & More

By staff columnist, Alexandra Deluise 2017 begins as an eventful year in many industries, and the robo-advisor field is no different. As a whole, robo-advisors are still on the up, with more assets being invested than in years past. Robos continue to become more accessible, with specific robo-advisors being created for particular groups of investors, based on age, gender, income and more. The robo-advisor news is impacting not only individual investors but financial advisors as well. Top 5 Robo-Advisor News Articles The following five articles provide …

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Bill Harris Personal Capital - Best Portfolio Management Tools for Investors-Investment Management & Tracking from free to low-fee
Personal CapitalRobo-Advisor Strategy

Bill Harris – Personal Capital’s Marketing Genius

How Bill Harris of Personal Capital Upended the Robo-Advisor Financial Industry With Their Freemium Model The recipe is ingenious. Start with iconic founders, create a unique product, add on extra features and finish off with an amazing free giveaway. For investors seeking a sophisticated financial and investment management platform, for free, it’s tough to beat co-founder Bill Harris’ Personal Capital product. Wealthy investors looking to minimize advisory fees and create a sophisticated “smart beta” investment portfolio, will appreciate the reasonable fees and access to human financial advisors. …

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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

Disclosure: Please note that this article may contain affiliate links which means that – at zero cost to you – I might earn a commission if you sign up or buy through the affiliate link. That said, I never recommend anything I don’t  believe is valuable. 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 …

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