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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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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Personal Capital advisor recommended optimal asset allocation for a conservative investor
Personal CapitalRobo Advisor Reviews

Personal Capital Review – Personal Capital Advisors – Part 3

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 personally believe is valuable. Personal Capital Advisors Dedicated to You So far we’ve covered the rich offerings of the Personal Capital technology-assisted platform. From cash flow, investing, and retirement there are a wealth of free resources. The easy set up and robust dashboard …

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Personal Capital Retirement Analyzer
Personal CapitalRobo Advisor Reviews

Personal Capital Review-Comprehensive Financial Management-Part 2

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 personally believe is valuable. Everything You Need to Know About Personal Capital’s Free Investing Tools and Cash Flow Tracking How Personal Capital Investing Tools Can Help You Build Your Net Worth and Manage Your Finances In Part 1 of the best Personal Capital …

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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 Reviews

Personal Capital Review- Why You Must Sign Up for Personal Capital – Part 1

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 personally believe is valuable. Everything You Need to Know About Personal Capital – 3 Part Series First off, welcome to Robo-Advisor Pros! We’re here to help you with the crazy fast world of robo-investing. There are so many new services out there to …

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