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

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 …

READ MORE →
Emperor Investments robo-advisor
Robo Advisor Reviews

Emperor Investments – Stock Investing Robo-Advisor

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 …

READ MORE →
an-introduction-to-robo-advisors-schwab-intelligent portfolios
Robo-Advisor Learn

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 …

READ MORE →
Hedgeable closes its doors.
Robo-Advisor News + Updates

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 …

READ MORE →
best robo advisors for millennial investors
Robo-Advisor Learn

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 …

READ MORE →
Impact investing robo-advisors are adding choices to the socially responsible sphere.
Robo-Advisor Learn

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 …

READ MORE →
robo-advisor-news-june-2018
Robo-Advisor News + Updates

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 …

READ MORE →
Bitcoin-robo-advisor
Robo-Advisor Learn

Bitcoin Robo-Advisors and Other Cryptocurrency Investment Options

Cryptocurrency: the money of the future, or a fad sure to bankrupt its many investors? By staff columnist, Alexandra Deluise Unfortunately, as with anything in the financial sector, we can only talk about the here-and-now. And right here, right now, cryptocurrency is pretty hot. Bitcoin, the most well-know cryptocurrency, in particular seems to be the latest great investment opportunity, coming in at a value of over $8,100.00 USD to every one bitcoin at the time of this writing. So, it’s about time for a bitcoin robo-advisor. …

READ MORE →
Robo adviser vs target date fund - Which is best for you?
Robo-Advisor Learn

Robo-Advisor vs Target Date Fund – What’s the Difference?

Which is Better – a Robo-Advisor or a Target Date Fund? By staff columnist, Alexandra Deluise In the wake of the amazing technological improvements impacting investing opportunities, you might find yourself torn between two investment platforms. If you find yourself wondering “what’s the difference between a robo-advisor and a target date fund,” you’ve come to the right place. In the robo-advisor vs target date fund discussion, there are a few things you should know first. Robo-Advisor vs Target Date Fund: What Are Their Features? Education is …

READ MORE →
Is-my-data-safe-with-a-robo-advisor?
Robo-Advisor Learn

Is Your Data Safe with a Robo-Advisor?

Robo-advisor Tips; 5 Ways to Keep Your Money Safe Do any of these scenarios sound like you? • You want your money to grow in a reliable investment portfolio. • You want the convenience of a robo-advisor but worry about whether your data is safe online. • You have your investments with a robo-advisor and are reevaluating the whether your money is safe with a robo-advisor. It seems that data breaches are increasingly common these days, although not much in the robo-advisor news. This can …

READ MORE →
Robo-advisors are doomed - or maybe not
Robo-Advisor Learn

Robo-Advisors Are Doomed – How Passive Investing Might Harm Them, or Not

Is There a Dark Cloud Hanging Above a Passive Index Fund Investing Approach? Most, although not all, of the robo-advisors practice some form of a passive index fund investing approach. This means that instead of picking and choosing certain stocks and bonds for their investments they select funds that copy the investments of benchmarks. So, a robo-advisor offers an S&P 500 fund to it’s investors that owns stocks and bonds of the same 500 most important companies that are included in the unmanaged benchmark S&P …

READ MORE →
Start investing with little money. Just $300 and you can start building wealth.
Robo-Advisor Learn

6 Ways to Invest With Little Money – Robo-Advisors for the Masses

How to Start Investing with $300 – No (or Low) Minimum Balance Robo-Advisors For Any Investor By staff columnist, Alexandra Deluise The old adage of “you have to spend money to make money” doesn’t need to be true anymore. With the help of low-cost robo-advisors, it is now easier than ever before to invest with little money and get started investing with $300 or less! Robo-advisors are often praised for offering no or low minimum balances on investments. If that wasn’t enough, they also usually charge a …

READ MORE →
5 free robo advisers for affordable investing
Robo-Advisor Learn

5 Free Robo-Advisors – The Best Way to Manage Your Investments

Consumers rejoice! In a race to the bottom, investment management fees are shrinking. And if low fees aren’t enough, there are a handful of robo-advisors that offer free robo-advisor investment management. These free robo-advisors typically invest your money in stock, bond and other exchange traded funds in alignment with your risk comfort. The platforms will rebalance your account periodically to keep it in line with your initial preferences. In other words, if you want investments that aren’t too volatile, you’ll opt for a conservative portfolio …

READ MORE →
Low fee and free robo advisors. 6 platforms to manage your money.
Robo-Advisor Learn

6 Robo-Advisors With the Lowest Fees – Low Cost Investing

6 Low Fee Robo-Advisors {and Free Ones} The robo-advisor market has exploded and it has become nearly impossible to rank the platforms in terms of best to worst – after all, almost all robo-advisors are designed to provide extensive value to a specific set of clients. That being said, once you narrow your search parameters, it becomes much easier to find the robo-advisor designed for your unique needs. If a low fee robo-advisor is your top priority, then start your search here. Here’s a handy …

READ MORE →
qplum robo-advisor founders
Robo-Advisor News + Updates

Qplum Robo-Advisor – Sophisticated Investment Management

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 SELECTION WIZARD Q & A with Qplum Robo-Advisor Founder Mansi Singhal Robo-advisors began in the wake of the 2008 financial crisis, and have known only the bull market of the past …

READ MORE →
Blooom robo-advisor review drills into pros,cons, + features of this 401k investment manager
Robo Advisor Reviews

Blooom Robo-Advisor Review – Low Fee Manager for Your Retirement Account

Blooom – Robo-Advisor For My 401(k) Want to make your retirement account work harder and earn more money for you? Then, Blooom might be the solution. Blooom was founded by a few investment management guys who want to democratize your retirement investment accounts, so that you get professional help with your 401(k). They combine their expertise to manage your 401(k), 403(b) or TSP while it remains in your employers plan. Fast Company named Blooom one of the world’s most innovative companies and CEO Chris Costello …

READ MORE →
United Income Review - Robo-Advisor investment manager for retirees
Robo Advisor Reviews

United Income Review – Robo-Advisor for Retirees Only

United Income Expert Review By, Kevin Mercadante United Income is a Washington, DC, based investment advisory that launched in September, 2017 with backing from Morningstar and eBay founder, Pierre Omidyar. It was founded specifically for retirees, age 50 to 70, based on the realization that people are living longer in retirement, and investing needs to accommodate that reality. United Income uses the most sophisticated investment management available. The company makes use of evidence-based investing, and factor-based investment strategies, targeting securities with traits that have historically …

READ MORE →
March 2018 robo-advisor news - Amazon, Overstock, TD Ameritrade + More
Robo-Advisor News + Updates

March 2018 Robo-Advisor News – Overstock, Amazon, TD Ameritrade + More

March 2018 Robo Advisor News – Insights and Updates The robo-advisory wars are heating up with new features, lower prices and more. First, M1 Finance eliminated management fees. Next, Ellevest, the women-focused robo-advisor lowered investment management fees and added human advisors, and now TD Ameritrade is ramping up with new changes. With the digital investment landscape running in the fast lane, it’s tough to keep up with the March 2018 robo-advisor news. TD Ameritrade’s Essential portfolios now offers tax-loss harvesting in their taxable accounts. Account holders …

READ MORE →
Robo-Advisor Comparisons

Personal Capital Vs. Quicken Review: Deep Dive Into Top Money Management Software

Personal Capital vs. Quicken: Which One Will Handle Your Money Better? You need to manage your money well to maximize your personal wealth. To be successful, you must track your finances. Two of my favorite financial management software programs are Personal Capital and Quicken. Although Personal Capital is an automated investment advisor that manages your investments for a lower fee than typical financial advisors, it also offers an amazing free investment management dashboard. To help you make the best financial management software choice, read this …

READ MORE →
top robo advisor posts - 2018
Robo-Advisor News + Updates

Top Robo Advisor Posts – 2018

What Fintech Robo-Advisor Enthusiasts are Reading Now If you were looking for the Top Robo-Advisor Performance articles, I’m sorry to inform you that those articles have been removed from the site due to circumstances beyond our control. Please understand that robo-advisor performance is just one component of choosing a robo-advisor and top performers will change from year-to-year, based upon financial market trends. To help with your search for a robo-advisor please click on the link and sign up for our exclusive robo-advisor comparison chart. (unsubscribe …

READ MORE →