Betterment robo-advisor with financial planner. Better fee structure too.
BettermentRobo Advisor ReviewsRobo-Advisor News

Robo-Advisor with Financial Planner-Betterment Adds Human Advice

Betterment Robo-Advisor Adds Human Financial Planners for Those Seeking a Personal Touch If you like the idea of a tax efficient and automated investment manager, but want access to a human financial planner for more complex money questions, Betterment rolled out several new services. The two new Betterment programs are ideal for those with more complex financial situations seeking personalized human guidance. Betterment joins Personal Capital and Schwab Intelligent Investors as a robo-advisor with a financial planner. The original Betterment digital program remains, with a new …

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Investing CommentaryRobo-Advisor News

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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Clarity Money Review - Free money management tool that helps save, budget & more.
AppsInvesting 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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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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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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M1 Finance Robo-Advisor Review-DIY + Investing Automation
M1 FinanceRobo 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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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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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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