Td Ameritrade Personalized Portfolios dashboard
Robo-Advisor NewsRobo-Advisor StrategyTD Ameritrade

TD Ameritrade Personalized Portfolios Target the Wealthy

TD Ameritrade Personalized Portfolios Strive for Perfection On the heels of Essential and Selective robo-advisory portfolios, TD Ameritrade launches Personalized Portfolios, for wealthier clients. Answering the call for greater human touch and more investment options than the typical digital wealth management robo-advisor, TD Ameritrade’s Personalized Portfolios seeks perfection. Just short of an independent financial advisor, TD Ameritrade Personalized Portfolios targets wealthier clientele than the typical robo-advisor, with a promise of greater services. Read: Best Robo-advisors for Retirees TD Ameritrade Includes a Gamut of Digital Robo-Advisory …

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Goal of a robo-advisor
Robo-Advisor Strategy

What Is the Ultimate Goal of a Robo-Advisor?

Many people who have never heard of robo-advisors have one question in mind: “what is the ultimate goal of a robo-advisor?” Maybe you understand that a robo-advisor has something to do with investing. But what else does a robo-advisor do and how does it help with investing? For starters, any investment decision you make should be well-informed and make sense based on your investing style, financial situation, and goals. So, do the goals of a robo-advisor align with your own? The way I see it, …

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Robo-Advisor News July 2018 - U.S. Bancorp, WorthFM, Betterment, TIAA, Schwab + More
Robo-Advisor News

Robo-Advisor News July 2018 – U.S. Bancorp, WorthFM + More

Who Needs a Niche Robo-Advisor? Do we really need niche robo-advisors? In light of the customizability of most robo-advisors, being upset about the closing of WorthFM, a robo-advisor specifically designed for women, could seem hyperbolic. Still, niche robo-advisors are helpful for many different situations. Women might need certain features in a retirement planner, for example. Other investors might want a robo-advisor specially equipped to handle Bitcoin or other cryptocurrency investments. And while some new investors might want to get started with a low-cost robo-advisor, other …

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Emperor Investments robo-advisor
Emperor Investments

Emperor Investments – Stock Investing Robo-Advisor Launches

Emperor Robo-Advisor – For Stock Investors Only Are you seeking investment management with steady income and low volatility? Do you want the chance to super-charge your returns? Is dividend investing your thing? If so, Emperor Investments, a dividend pure equity investment manager might be your solution. Founded by Brenna Casserly, former investment analyst and Dr. Francis Tapon, economics professor at the University of Guelph, the investing approach was implemented ten years ago, with their own money. I’ve spent some time digging into Emperor Investments and …

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an-introduction-to-robo-advisors-schwab-intelligent portfolios
Robo-Advisor NewsRobo-Advisor StrategySchwab Intelligent Portfolios

An Introduction to Robo-Advisors

Schwab Explains Robo-Advisors I received this robo-advisor pitch in my email and had to share it: “We know there’s a lot of talk and coverage about robo-advisors, but we’re guessing there are still a lot of unanswered questions as to how they work and how consumers can use them. Given this, I wanted to share a new infographic from Schwab which provides a digestible step-by-step introduction to robo-advisors. I thought this infographic could help clarify common questions for prospective and current investors. Knowing that you have previously …

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Hedgeable closes its doors.
Robo-Advisor News

Hedgeable Closes to Retail Investors – Active Robo Restructures

Robo-Advisor News – Hedgeable Closes to Retail Investors “Hedgeable is restructuring, and we have decided to discontinue our regulated investment management business effective August 9, 2018… On that date, all access to the existing Hedgeable investment management portal will cease to be operational.” ~Hedgeable website Launched in 2010, Hedgeable is one of the earliest robo-advisors. Unlike Betterment and Wealthfront early adopters, Hedgeable took a “hedge-fund” like approach to investing. In contrast with the passive, index fund ETF investing strategy, Hedgeable used alternative investments like precious …

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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. 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 less than men and to take (unpaid!) time off for maternity …

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best robo advisors for millennial investors
AcornsBettermentComparisonsRobo-Advisor StrategySchwab Intelligent PortfoliosWealthfrontWealthsimpleWiseBanyan

7 Best Robo-Advisors for Millennials

Why 20 to 30 Year Olds Should Invest With a Robo-Advisor NOW! By staff columnist, Alexandra Deluise As much flack as they’re getting for their breakfast choices (avocado toast, anyone?), millennials are much better with money than they get credit for. In fact, millennials might need to be even more aware of where their money goes than previous generations. And that’s why investment companies are flooding the market with robo-advisors for millennials. We winnowed the growing list of digital investment apps to these 7 best robo-advisors …

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Impact investing robo-advisors are adding choices to the socially responsible sphere.
AppsImpact Investing Robo-AdvisorsRobo Advisor Reviews

6 Impact Investing Robo-Advisors and Apps – Do Good and Build Wealth

Socially Conscious Investing Robo-Advisors and Apps “80% of the 200 studies reviewed showed that stock price performance is positively correlated with good sustainability practices” ~Study by the University of Oxford Socially responsible robo-advisor investing is more than a fad, it’s a full-blown movement. The premise of socially responsible investing or impact investing robo-advisors is that consumers hunger to invest their money in line with their personal values. A recent Investment News article claims that financial advisors without socially responsible investing choices will sacrifice clients. Robo-advisors …

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robo-advisor-news-june-2018
M1 FinanceRobo-Advisor NewsSigFigTD AmeritradeWealthfront

Robo Advisor News June 2018 – M1 Finance, WiseBanyan, Wealthfront

M1 Finance, WiseBanyan, Wealthfront, TD Ameritrade and SigFig Command the Robo-Advisor News Headlines Keeping up with the latest robo-advisor news is a full-time job. From M1 Finance offering borrowing for it’s users to WiseBanyan massively expanding their investment options, the news never stops. Even if you’re not seeking a robo-advisor to manage your investments, learning about this rapidly expanding fintech arena is fascinating for finance and tech enthusiasts. The main themes of innovation are faster, cheaper and better services. The new robo-advisor fintech financial management …

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