TIAA robo advisor personal portfolio review

TIAA Personal Portfolio Robo-Advisor Review 2020

TIAA Robo-Advisor Expert Review By, staff columnist Kevin Mercadante The addition of a robo-advisor platform with a strong emphasis on retirement savings is a natural evolution for a major financial company like Teachers Annuity Association of America, otherwise known as TIAA. The company’s name is practically synonymous with retirement plans, and they offer all types. …

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Wealthsimple vs. Betterment Robo-Advisor Comparison

Wealthsimple vs. Betterment – Which Robo-Advisor is Best for Me?

Wealthsimple and Betterment – Socially Responsible Robo-Advisors with a Human Connection Wealthsimple vs. Betterment—Overview Wealthsimple and Betterment are two robo-advisors that get a lot of focal time on Robo-Advisors Pros, and for good reason: they’re among the best robo-advisors when it comes to available features. Betterment, for one, is on our top five list of …

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fintech trends + robo adviser news

Fintech News – Robo-Advisor Updates, April 2019 – Social Media Missteps, Wealth Building + More

Robo-Advisor News – Betterment, Human Advisors, Wealth Building and Social Media Fintech trends are hitting the robo advisory industry. Robo-advisors, the new-ish fintech darlings are now in their second decade. And along with the growth comes hiccups, missteps and competitive market shake ups. The recent fintech news, spans various robo-advisor news, market shifts and missteps. …

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Schwab robo-advisor subscription

Move Over Netflix, Here Comes the Schwab Robo-Advisor Subscription

I’ve had a love affair with Robo-advisors  for three years. I have accounts with roughly five and I’m poised to open several more in the upcoming months. I was elated, when I read that the Schwab robo-advisor subscription model launched. Robo-advisors or digital investment managers award innovation, better products, and lower fees for consumers. They’re …

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Wealthsimple review - robo-advisor with niche plans for specific investors.

Wealthsimple Review 2020 – What is Wealthsimple?

Wealthsimple Expert Review 2020 Based in Toronto, and with operations in the US and the UK, Wealthsimple is a Canadian based robo-advisor. The platform was launched at the beginning of 2017, and now has more than $4 billion in assets under management and 120,000+ clients internationally. Every time I update this review, I’m impressed with …

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Vanguard vs. Betterment Robo-advisors

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

Betterment vs Vanguard Personal Advisor Services – Robo-Advisor Comparison Choosing between robo-advisors can be very hard when you’re stuck between two well-known, strong contenders. Betterment vs. Vanguard Personal Advisor Services is a particularly difficult choice, as both robos have human financial professionals available to their clients. Before you flip a coin, there are some crucial …

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march robo advisor news

Robo-Advisor News – March 2019 – Wealthfront, FidelityGo, and the Wealthy

By staff columnist, Alexandra Deluise This month is a positive one for robo-advisors. While there are always ebbs and flows in this fintech market, our news sources have focused on the ability of robo-advisors to adapt and grow in response to the needs of investors. Wealthfront in particular gets a lot of attention this month; the …

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Zacks Advantage Robo-Advisor Review

Zacks Advantage Robo-Advisor Review 2019

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. This actively managed robo-advisor owns a #1 ranking by the Robo Report for the last two …

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Feb 2019 robo-advisor news

February 2019 Robo-Advisor News – Wealthfront, Bonds + More

This month brought with it a variety of robo-advisor news. From new offerings for UAE residents to reminders about how successful diverse portfolios can be, February brought a lot of updates to the robo-advisor world. Overall, robo-advisors are still going strong; they are adapting to meet growing and changing investment needs and are maintaining their …

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Sustainable investing with Sustainfolio

A Complete Guide to Sustainable Investing for Robo-Advisor Investors – Everything You Need to Know to Become a Sustainable Investor

Learn About Sustainable Investing and How to Invest With a Sustainable Robo-Advisor – Sustainfolio This two-part guide will educate you about sustainable investing and introduce you to a robo-advisor who can seamlessly invest your money sustainably and in line with your values. If you’ve ever wanted to invest in companies that matter to you, but …

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M1 Finance vs Vanguard Personal Advisor Services

M1 Finance vs Vanguard Personal Advisor Services – Should I Pay for a Robo-Advisor?

When Should I Pay For A Robo-Advisor? With so many robo-advisors offering low-to-no fee services, it can seem like a no-brainer to choose the most affordable robo for your investing needs. After all, the more money you save on asset management fees, the more you can invest—right? This line of thought will only get you …

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5 Reasons I Would Use a Robo-Advisor

Should I Use a Robo-Advisor? 5 Reasons I Would Use a Robo-Advisor Myself

Have You Been Thinking About Getting Investing Help From a Robo-Advisor? By staff columnist, Alexandra Deluise   In today’s technologically-driven society, it should come as no surprise that robo-advisors are now “a thing.” After all, we like automating everything – why not our investing advice? If you’ve been thinking about whether you should use a robo-advisor, …

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Qplum Review - IA powered robo-advisor

Qplum Review 2019 – Robo-Advisor With Active Management

Update: Qplum is closing due to various business factors. For investors seeking an active investment strategy that try to outperform the market, please consider: 6 Active Investment Robo-Advisors That Strive to Beat the Market. For more guidance choosing a robo-advisor, try our quick, 4 question Robo-advisor selection tool. Choose a robo-advisor in under one minute: ROBO-ADVISOR …

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Personal Capital Retirement Planner – Great for Women

Best 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 …

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hand shake - robinhood vs acorns vs m1 finance

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 …

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Betterment robo-advisor with financial planner. Better fee structure too.

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 …

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Which robo-advisors offer tax-loss harvesting?

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, …

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Validea Legends Robo-Advisor

Validea Legends Robo-Advisor Review

Validea Legends Expert Review By staff columnist, Kevin Mercadante The vast majority of robo-advisors seek only to match the performance of the underlying markets. They invest in index-based exchange traded funds (ETFs) in pre-determined mixes of stocks, bonds and other asset classes. You’ll keep pace with the markets, but you won’t outperform them. They’re completely …

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