Top new fintech investing and robo-advisor apps from Finovate 2017.
AppsRobo Advisor ReviewsRobo-Advisor News

6 New Investing and Robo-Advisor Fintech Startups from Finovate Spring 2017

Finovate 2017 Premiered Exciting Fintech Investing Platforms The Finovate Conferences showcase the top new innovations in fintech. Among the banking, insurance, security and more are several exciting new investing related platforms. From Capitali.se for active traders to NewChip for Angel investors on a dime, there are exciting apps and ingenious platforms to facilitate investing. Fintech is getting creative, more affordable with options for the millennial to the quant. Following are the newest investing-related fintech platforms showcased at this year’s Finovate 2017 event. If you’re looking …

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Wealthfront portfolio line of credit - cash alternative. Get money for home repairs, weddings, car down payment & more.
Robo-Advisor NewsWealthfront

Borrow Money With Wealthfront Portfolio Line of Credit

*Please read affiliate disclosure below. Are you a Wealthfront customer who was so busy investing you forgot to leave out some cash to put down on your car? Are you getting married and your Wealthfront account is on track, but you lack cash to pay for the wedding? Forgot to fund your emergency account, even though your Wealthfront investment account is growing? Learn about the Wealthfront Portfolio Line of Credit, to help with those money ‘what ifs’. Wealthfront’s Portfolio Line of Credit Can Save You …

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2017 best robo-advisor performance + returns from the top digital investment managers.
Robo-Advisor NewsRobo-Advisor Strategy

2017 Best Robo-Advisor Performance – The Research Is In

When searching for your best robo-advisor, short-term performance is one factor to consider. Read this best robo-advisor article and store the results in your investment research tool box. Condor Capital Management took on the responsibility of measuring the returns of the most prominent robo-advisors last year in their “Bringing Transparency to Robo Investing” report. Using their excellent data from actually investing in 15 of the major robo investment advisors, after the third quarter, we evaluated the winners and participants in “2016 Best Robo-Advisor Returns – Who’s …

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

Robo-Advisor with Financial Planner-Betterment Adds Human Advice

*Please read affiliate disclosure below. 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 …

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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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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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