M1 Finance Review
M1 FinanceRobo Advisor Reviews

M1 Finance Review: Free Robo-Advisor + You Choose Your Investments

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 short-term noise and capitalize on long-term trends,” said Brian Barnes, CEO of M1 Finance. One of the newer robo-advisor platforms to hit markets, M1 Finance, offers a unique twist to the fintech landscape – hundreds of investment options for free. Previously showcased at NYC Finovate, …

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Betterment vs. WiseBanyan Robo-advisor comparison
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Betterment vs. WiseBanyan Robo-advisor Comparison

Betterment vs. WiseBanyan Drill Down Sometimes it can feel nearly impossible to differentiate between two similar robo-advisors. As you look through the many options available to you, you’ll notice that certain robo-advisors offer many of the same benefits: low minimum investment requirements, affordable fees, and access to human financial planners, to name a few. Betterment and WiseBanyan are two such similar robo-advisors, offering many of the same attractive features. Yet, after digging deeper into this robo-advisor comparison, you’ll find a few similarities and many differences. …

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Vanguard Personal Investor Services - Robo Advisor Review - human + digital advice
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Vanguard Personal Advisor Services Review 2018-Top AUM & Low Fees

Staff Columnist, Kevin Mercadante Vanguard Robo-Advisor Expert Review The Vanguard robo-advisor wins the size prize! The Vanguard Personal Advisor Services is the largest robo-advisor with $112 billion assets under management. If size isn’t enough, Vanguard is known for popularizing index fund investing. So, you don’t have to worry about the reputation of the firm if you choose the Vanguard robo-advisor. And, if you want hand-holding, the entire Vanguard Personal Advisor Services is driven by your relationship with a financial advisor. This robo-advisor begins with  human …

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Differences between robo-advisors include fees, services, investments and more.
ComparisonsRobo-Advisor Strategy

What are the 7 Main Differences Between Robo-Advisors?

The Main Differences Between Robo-Advisors Span Fees, Investment Style, and Services Not all investment options are created equal, and any smart investor will tell you that it’s a good idea to learn the differences between robo-advisors before choosing one to manage your money. Without looking at all the features available (or not available) with any one robo-advisor, new investors run the risk of selecting a robo that is incompatible with their goals or means. In fact, there are 7 main features of robo-advisors that can …

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Robo-advisor Fees FRom Lowest to Highest
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Robo-Advisor Fees from Lowest to Highest

Robo Advisor Fees are Typically Lower than Those of Human Financial Advisors Whether you’re still learning what robo-advisors have to offer or you’re an experienced investor, you’re probably looking to save money in investment fees. The good news about robo-advisors is that with little to no overhead costs, the savings get passed directly to investors. This means that robo-advisors fees are lower than most traditional financial advisors. Still, not all robo-advisors have the same fee structures. While some robos offer zero management fee options, others …

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robo-advisor news September 2018
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Robo-Advisor News September 2018 – Betterment, Vanguard, SigFig + More

Robo-Advisor News – September 2018 September is a huge month in terms of robo-advisor changes and announcements. Some of the most well-known robos are offering new and innovative services, winning awards, and acquiring new investments—all with the investor’s experience and needs in mind. Even stalwart JP Morgan launched an investment app. This month robo-advisor news brings an exciting announcement from Betterment, a robo-advisor we talk about frequently here at Robo-Advisor Pros. In order to provide even better service to their customers, Betterment is making it …

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Robo Advisers with downside risk protection - maybe. Robo advisors seek to save investments from market crashes
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Do Any Robo-Advisors Focus on Downside Risk Protection?

Robo-Advisors with Downside Risk Protection – Investment Management for Turbulent Markets Downside protection strategies for investing are in high demand. The 2018 markets shook investors out of their complacency. The largest DOW point drop ever occurred on February 5th 2018 and tested the nine year bull market. Since then, volatility is rampant. Most traditional robo-advisors work like this. Investors select their risk tolerance, from conservative to aggressive, the robo creates an investment portfolio with low fee index funds and rebalances regularly. When markets tank, instead …

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Sign up for Personal Capital
AppsPersonal CapitalRobo Advisor Reviews

Personal Capital Review- Why You Must Sign Up for Personal Capital – 2018

Everything You Need to Know About Personal Capital You must sign up for Personal Capital because of the free Personal Capital Dashboard!  You may have seen the Personal Capital TV commercials. If they didn’t draw you in, then learn why this robo-advisor or automated investment advisor is a required tool for anyone who wants to maximize their wealth. This Personal Capital Review is a deep dive into their platform to see how it works and if it’s the right investment manager for you. Even if you don’t hire …

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Active management robo-advisors are disrupting the digital investment markets
Merrill Edge Guided InvestingPersonal CapitalqplumRobo-Advisor NewsRobo-Advisor Strategy

6 Active Management Robo-Advisors Strive to Beat the Market

Active Management Robo-Advisors, the Next Digital Investment Wave One of the most appealing features of the robo-advisor is the fact that you can get the benefits of professional financial management with lower fees than a traditional financial professional. Is the active management robo-advisor next? Did you believe that robo-advisors only offered only limited or passive investing? Not necessarily. Some active management robo-advisors do have those autonomous investing options, certainly, but many robo-advisors also have active management approaches along with human guidance. Click to find out; …

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Merrill-Edge-Guided-Investing-Robo-Advisor-Review
Merrill Edge Guided InvestingRobo Advisor Reviews

Merrill Edge Guided Investing (MEGI) Robo-advisor Review

Merrill Edge Guided Investing Expert Review by Contributing Columnist, Kevin Mercadante Most robo-advisors do little more than track the general financial markets. But Merrill Edge Guided Investing, or MEGI for short, is for you if you’re looking for a robo-advisor that actively attempts to outperform the market. MEGI offers all the services of other robo-advisors, including creating your portfolio and managing your investments through periodic rebalancing and automatic reinvestment of dividends. But they also shift your investment allocation as they feel it necessary to take …

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