Motif Impact Investing Review-Change the World with this Robo-Advisor
MotifRobo Advisor ReviewsRobo-Advisor News

Motif Impact Review – Make a Difference With Socially Conscious Robo-Advisor

*Please read affiliate disclosure below. Motif Sustainable Automated Investing  Review Motif Platform Recap Motif Investing is a low-cost way to create your own portfolio and get actionable investment ideas. As we wrote in “Robo-Advisor vs. DIY – Motif Is For All Investors” you can become your own mutual fund manager for a low fee. Buy a pre-made or personally designed Motif or collection of 30 stocks for $9.95. Choose from scores of Motif’s representing market sectors, such as tech or healthcare to investment approaches such as momentum …

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Robo-advisors and the future of the wealth management industry
Investing CommentaryRobo-Advisor News

How Do Robo-Advisors Fit in With Traditional Wealth Managers?

The Relationship Between Robo-Advisors and Traditional Wealth Managers Robo-advisors are upending the wealth management industry. Digital wealth managers are launching new platforms, merging, and creating hybrid models. Robo-advisor growth is explosive, but digital investment advisors remain small participants in the total global wealth management AUM. Discover whether the robo-advisor is a true threat to the conventional wealth manager or not. Interview with Barbara A. Friedberg, MBA by Maryna Tykholoz – Cukov, MS for her International Management MBA thesis at Furtwangen University, Germany on the topic, …

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Insurtech - the new fintech innovation. Insurance in minutes, not months.
InsurtechRobo-Advisor News

Insurtech: Fast Life Insurance Coverage

Guest contributor, JC Matthews Insurtech: Rapid Underwriting  The End of the 3 Month Life Insurance Application Fintech, or financial technology solutions have dominated the finance industry, yet insurtech is late to the party. Insurtech describes financial innovation technology solutions for the insurance industry. These new fintech insurance technological advances expedite the insurance process saving you time and money.   You’ll probably agree that the current life insurance underwriting process is too long, entirely frustrating, and doesn’t meet your expectations of the life insurance buying process, either online …

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M1 Finance adds socially responsible investing to their DIY - robo-advisor investment model.
M1 FinanceRobo-Advisor NewsRobo-Advisor Strategy

M1 Finance Joins the Socially Responsible Investing Trend

Please see affiliate disclosure below.* “M1 believes people should always have their money working for them in a way that aligns with their objectives and values.” ~Brian Barnes, CEO M1 Finance Regardless of what you call it; socially responsible, impact, sustainable or socially conscious investing, the genre is exploding. The Forum for Sustainable and Responsible Investment reports an 89% increase in socially responsible investing since 2012. The Forum claims that $7 trillion is invested with firms touting environmental, social and corporate governance (ESG) issues. And …

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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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