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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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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You can afford to start investing today with these 4 low investment minimum robo-advisors.
Robo-Advisor Strategy

Top 5 Robo-Advisors with Low Investment Minimums-You Can Afford to Invest

*Please read affiliate disclosure below. Best Robo-Advisors for Millennials and Those Without Much Cash Getting started investing is never easy; not only do you need to choose the best investments for your lifestyle and financial goals, but it is often believed that you need to scrounge up a large minimum cash investment in order to make any substantial investment. In fact, some online brokerage accounts won’t let you invest in a mutual fund without $2,500. Yet, don’t despair, there are robo-advisors with low minimum investment …

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How to choose a robo-advisor. 7 easy questions to ask.
Robo-Advisor Strategy

How to Choose a Robo-Advisor – Ask These 7 Questions First

*Please read affiliate disclosure below. You know the drill-invest for the future or you’ll be destined to rely on a paltry Social Security payment in your old age. So, you kick some money into your employer’s 401(k) plan, but you want to invest additional money for your future. If investing seems a bit complicated, then find out how to choose a robo-advisor to help manage your money and grow your wealth. Learn about this handy investing platform and how to choose a robo-advisor in a …

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Best 6 Robo-Advisors with the lowest fees. Get the best info about these low fee robo's, including minimums and top features.
BettermentRobo Advisor ReviewsRobo-Advisor StrategyWealthfrontWiseBanyan

5 Robo-Advisors With the Lowest Fees – Info You Need to Know

*Please read affiliate disclosure below. Robo-Advisors with the Lowest Fees Since the robo-advisor market has exploded, it has become nearly impossible to rank the platforms in terms of best to worst – after all, almost all robo-advisors are designed to provide extensive value to a specific set of clients. That being said, once you narrow your search parameters, it becomes much easier to find the robo-advisor designed for your unique needs. If a low fee robo-advisor is your top priority, then start your search here. …

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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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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 …

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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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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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Best site to buy stocks and research investment ideas.
MotifRobo-Advisor Strategy

Best Site to Buy Stocks-Motif Investing

How I Use Motif Investing to Find Good Ways to Invest Money Guest contributor, Joseph Hogue, CFA Why is Motif Investing the Best Site to Buy Stocks? Motif Investing can help you save money investing but it is also one of my favorite tools for finding investing ideas. This website posted a review of Motif Investing a few months back, comparing it against robo-advisors and the DIY option in investing. It had some great points and got me thinking about how I was using Motif. …

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