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 …

READ MORE →
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 …

READ MORE →
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 …

READ MORE →
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 …

READ MORE →
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 …

READ MORE →
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 …

READ MORE →
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 …

READ MORE →
6 Best Portfolio Management Tools for Investors-Free to low fee
Investing CommentaryRobo Advisor Reviews

6 Best Portfolio Management Software Tools for Investors

The Best Portfolio Management Software Makes Your Life Easier Investors need to keep track of their mutual and exchange traded funds, individual stocks and bonds for many reasons. You want to examine your investment returns, fees, asset allocation, as well as plan for retirement and more. Of course you can do it by hand or on an excel sheet, but with the excellent investment portfolio management software available, why bother? From free, to a one-time payment or on-going fees, there has never been a better selection of investment …

READ MORE →
Investing Commentary

Will a Trump Presidency Crash the Financial Markets?

Will Donald Trump Cause a Stock Market Crash? By staff columnist, Alexandra Deluise   3 Viewpoints about Trump’s Potential Impact on the Economy and Whether a Trump Presidency Will Crash the Financial Markets After Republican candidate Donald Trump predicted a stock market crash, professionals across the field of finance chimed in on the discussion about whether or not Trump will cause a stock market crash himself, or if his predictions have any weight to them. We all have a lot to think about with this upcoming …

READ MORE →