Barbara A. Friedberg, MBA, MS

Barbara Friedberg, MBA, MS brings decades of finance and investing experience to Robo-advisor Pros. She is a former investment portfolio manager and taught Finance and Investments at several universities. Barbara Friedberg's published work includes Personal Finance; An Encyclopedia of Modern Money Management (Greenwood Press), Invest and Beat the Pros-Create and Manage a Successful Investment Portfolio and How to Get Rich; Without Winning the Lottery. Follow her on twitter

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Fidelity vs Vanguard Robo-Advisors – Which is Best for You?

Both Fidelity and Vanguard offer two robo-advisor choices each – an all digital and a hybrid model with financial advisors and digital investment management. Fidelity Go is the all digital offer while Fidelity Personalized Planning and Advice offers financial coaching and computerized management. Vanguard’s robo-advisors – Digital Advisor and Personal Advisor Services also serve clients …

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The Future of Robo-Advisors-Are Human Advisors and Small Players Doomed?

With recent leaps in artificial intelligence technology, many financial advisors worry whether their position will be replaced by machines. The future of robo-advisors looks strong, and human advisors are uneasy. Human financial advisors are particularly worried because of the explosion of new AI platforms. These AI systems are a competitive challenge. Human advisors are scrambling …

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Robo-Advisors vs Index Funds – Which are Best?

Robo advisors have revolutionized investing during the last decade. You can invest your money in a robo-advisor or index fund for low or no fees. If that weren’t enough happy news for investors, most of the major brokerage houses also offer comission-free stock and fund trading! Both do-it-yourself investors and those seeking low fee investment …

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M1 Finance Socially Responsible Investing-Do Good and Make Money

“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. A CNBC article pegged SRI investing at $30 trillion in 2018. …

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Betterment Review 2021 – Should I Sign Up for Betterment?

The Betterment robo-advisor checks all the boxes. I was a podcast guest several years ago and asked the host if she used a robo-advisor to manage her investing. She disclosed that she invested with Betterment. Curious, I looked into Betterment, and discovered a treasure trove of features to help both the novice and advanced investor …

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The Pros and Cons of Robo-Advisors – Are They Worth it?

Are Robo-Advisors Worth it? Robo-advisors have been making headlines lately as a great substitute for traditional personal financial advisors. But is robo investment advice worth the hype? Find out the pros and cons of robo-advisors and learn if a digital investment advisor is right for you. Consider how robo investment advice stacks up against a …

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Expert FutureAdvisor Review 2021 – Blackrock’s Robo-Advisor

Based in San Francisco, FutureAdvisor was founded in 2010 by Microsoft refugees, Bo Lu and Jon Xu. They started the platform in response to friends who were having difficulty knowing where to invest their money. The service is comprised of chartered financial analysts, data scientists, designers, engineers, marketers and service specialists. FutureAdvisor is a subsidary …

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Robo-advisors and the future of the wealth management industry

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 …

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M1 Finance vs. Stash-Which Investment App is Best for You?

M1 Finance vs Stash Comparison Review – Learn similarities and differences to choose the best financial app for you. Stocks in high-performing companies are skyrocketing, making them difficult to attain for beginning investors. Additionally, there are so many options out there for investments: thousands upon thousands of companies and industries compete for your attention, making …

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Titan Invest Review 2021 – Hedge Fund Strategy for the Small Investor

Expert Analysis of Hedge Fund Investment App Titan Invest launched with a splash to help the little guy or gal invest like a big-time hedge fund manager. This Titan Invest review digs into every corner of the app, including the strategy and app design. As a former portfolio manager, I put Titan under the microscope, …

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E*Trade Core Portfolios Review 2021 – Robo-Advisor Analysis

What is E*TRADE Core Portfolis (formerly E*Trade Adaptive Portfolios)? E*TRADE Core Portfolios is the robo-advisor program offered by the well-known E*TRADE Capital Management brand. E*TRADE offers automated professional investment management with a competitive fee structure and access to financial consultants. E*TRADE Core Portfolios combines various asset classes, or types of investments, to create a low-fee …

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Axos Invest Review 2021 – (Formerly WiseBanyan)

WiseBanyan is Now Axos Invest Managed Portfolios Axos Financial (AX) is a publicly traded financial company that provides consumer and business banking products including checking, savings and lending solutions. The addition of Axos Invest Managed Portfolios to its offerings gives users access to banking and lending products in addition to investment management. This places the …

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Rebalance IRA Review – Is This Robo-Advisor Right for You?

If you have a larger-than-average IRA account, and you’re looking for hands-on investment advice – in combination with the service typically provided by a robo-advisor, Rebalance IRA may be the service for you. The Rebalance IRA calls its investment management process, Rebalance360. Founded by Mitch Tuchman, Rebalance IRA was among the earliest online investment advisory …

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Personal Capital Founder Bill Harris – Marketing Genius

How Bill Harris, Personal Capital’s Founder Upended the Robo-Advisor Financial Industry With Their Freemium Model The recipe is ingenious by Personal Capital founders. 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, …

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Wealthfront vs. Schwab Intelligent Portfolios

Which Robo-Advisor is Best for You? It can be hard to filter through all the available robo-advisors when new ones pop up frequently. Wealthfront vs Schwab are both good firms and among the top five robo advisors, by assets under management (AUM). When faced with so many choices for investment options, minimum balances, and extra …

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Wealthfront vs. Vanguard – Which Robo-Advisor is Best for You?

Wealthfront vs Vanguard Digital and Personal Advisor Services This comparison of Wealthfront vs. Vanguard Digital and Personal Advisor Services showcases two powerful robo-advisors. Wealthfront or Vanguard – which one is for you? The Vanguard robo advisors and Wealthfront have some vast differences, most notably target clientele, live advisors, and fees. But both are well-known names …

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Zacks Advantage Robo-Advisor Review 2021

Zacks Investment Review – Is This Robo-Advisor Right for You? Zacks Advantage is an actively-managed automated investment advisory service. The company is based in Chicago, and was formed in 1992 as Zacks Investment Management, a wealth management boutique which is owned by Zacks Investment Research. This actively managed robo-advisor has consistently performed well on the …

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Betterment Promotion 2021 – Up to 1 Year Free Management

Betterment is one of our favorite robo-advisors. These Betterment promotions add to the the appeal of the Betterment robo-advisor. Unlike traditional financial advisors who tend to require a six-figure minimum investment and charge more than 1.0% AUM fee, Betterment helps beginner-to-advanced investors automate and manage their investing for a low fee. Betterment top features include: …

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Schwab Intelligent Portfolios Review 2021 – Robo-Advisor With or Without Live Advice

Schwab Robo-Advisor Review – Is it the Best Robo-Advisor for You? We love the Schwab Intelligent Portfolios, find out why in this comprehensive expert review. Digital robo-advisors are popping up everywhere, from independent shops such as Wealthfront, Betterment, and Personal Capital to those embedded in large investment brokers such as Vanguard and Fidelity. Schwab belongs …

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