robo-advisor news january 2019
Robo-Advisor News

January 2019 Robo-Advisor News

January Robo-Advisor News – More Choices for 2019 By staff columnist, Alexandra Deluise While 2018 was an exciting time for robo-advisor news, the new year brings with it the chance to look forward at new opportunities. The fields of robo-advisors and investing are no exception to this! If your new year’s resolution is to grow your wealth or finally try taking advantage of all that robo-advisors have to offer, you’re in luck: 2019 promises to be even better in terms of robo-advisor options. Our robo-advisor news …

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Qplum Review - IA powered robo-advisor
qplumRobo Advisor Reviews

Qplum Review 2019 – Robo-Advisor With Active Management

The robo-advisory investment management pool is deep, with passive investment management approaches in the majority. Yet, qplum takes a bold approach and strives to beat the market using artificial intelligence – AI – and hedge fund investing strategies. What Differentiates Qplum Robo-Advisor From Competitors? Qplum was founded by Mansi Singhal and her husband Guarav Chakravorty, two wall street veterans. Mansi worked as a trader and portfolio manager for big banks and hedge funds managing multi-million-dollar accounts. Guarav and his partners built one of the most …

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Personal CapitalRobo-Advisor Strategy

Personal Capital Retirement Planner – Great for Women

Best Retirement Planner for Women? Try Personal Capital By staff columnist, Alexandra Deluise Personal Capital Retirement Planner – My Story Finance isn’t just a man’s domain any more. The Personal Capital Retirement Planner is perfect for a women’s specific circumstances. (Plus, the Personal Capital Retirement Planner also works great for men!) Although everyone needs to pay attention to retirement planning, women often have very specific financial needs due to the unique circumstances they can face in the working world. It’s common for women to be paid …

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Swell Investing App Robo-Advisor Review
Impact Investing Robo-AdvisorsRobo Advisor ReviewsSwell Investing

Swell Investing App Review 2019 – for the Socially Conscious Investor

Robo-Advisor for the Socially Conscious Investor – Swell Investing App By staff columnist, Alexandra Deluise Sometimes it can seem like building wealth is incompatible with ethical standards; all throughout media we are sold the message that the wealthy got where they are by taking advantage of people (Mr. Scrooge, anyone?). These unfair stereotypes may prevent some people from investing in stocks for fear of compromising their values. Yet the Swell Investing App makes socially conscious investing easy! Luckily, you don’t need to choose between building wealth …

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Best robo-advisor for retirees
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4 Best Robo-Advisors for Retirees – Top Digital Investment Management + Advisors

Discover the Pros and Cons of Robo-Advisors for Retirees With the robo-advisor digital investment manager becoming an increasingly popular choice amongst early- and mid-career investors, baby boomers approaching retirement might wonder whether they should make the switch to robo-advising and what are the best robo-advisors for retirees. Good news, there are robo-advisors for retirees that can manage your investments affordably! One of the great things about robo-advisors is that they are customizable. Retirees can benefit from the ability to rev up the aggression in their …

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Robo-advisor news, December 2018
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Robo-Advisor News December 2018 – Robo-Advisor Wizard Launches!

The Robo-Advisor Selection Wizard is Here By staff columnist, Alexandra Deluise After months of feedback, tweaks and edits the robo-advisor wizard is live! Click to get immediate access to this amazing Robo-Advisor Selection Wizard. In under one minute, after answering four quick questions, you’ll get a list of the best robo-advisors for you. This one-of-a kind robo-advisor tool makes choosing a robo-advisor seamless. Plus, there’s a bonus offer at the end! Robo-Advisor News on Goldman Sachs! Goldman Sachs is hitting the top of our news list …

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Zacks Advantage Robo-Advisor Review
Robo Advisor ReviewsZacks Advantage

Zacks Advantage Robo-Advisor Review

Zacks Advantage Expert Review 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. Zacks’ is one of the largest investment research firms in the US. As a portfolio manager for many years, when studying individual company’s stock, I thrived on the excellent Zacks’ research. Their proprietary research is the backbone of the Zacks Advantage Robo-Advisor. Zacks Advantage seeks long …

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Betterment robo-advisor with financial planner. Better fee structure too.
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Robo-Advisor with Financial Planner-Betterment Offers a Menu of Investment Advice Options

Betterment Robo-Advisor Adds Human Financial Planners and a la Carte Investment Planning for a Personal Touch Many investors love the idea of turning over their investing to smart, efficient digital robo investment advisors. Yet, there come’s a time when you might need some human financial help. If that describes you, then Betterment has solutions! 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. …

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Which robo-advisors offer tax-loss harvesting?
Robo-Advisor Strategy

Which Robo-Advisors Offer Tax-Loss Harvesting?

Tax-loss harvesting is mentioned a lot in the conversation about robo-advisors, since many (though not all!) offer this feature. Robo’s such as Betterment and Personal Capital tout it as a way to increase your after tax return. And who doesn’t want higher returns? Often, though, tax-loss harvesting takes a backseat to other key robo-advisor features, such as low monthly fees, flexible portfolios, and impact-based investing options. Although these features are important considerations when selecting your robo-advisor, tax-loss harvesting shouldn’t be overlooked. Understanding tax-loss harvesting, as …

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E*TRADE Core Portfolios Robo-Advisor Review
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E*Trade Robo-Advisor Review – Expert Analysis of Core Portfolios

E*TRADE Core Portfolios Expert Review E*TRADE Core Portfolios is the robo-advisor program offered by the well-known E*TRADE Capital Management brand. The E*TRADE robo-advisor offers automated professional investment management, with a competitive fee structure and access to financial consultants. Similar to other robo-advisors, E*TRADE Core Portfolios combines various asset classes, or types of investments, to create a low-fee diversified mix of exchange traded funds (ETFs). Following the proven Modern Portfolio Theory (MPT), E*Trade Core Portfolios combines U.S. stock, international stock and bond funds to minimize risk …

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