What does the future of robo-advisors hold? Are human financial advisors doomed?

The Future of Robo-Advisors; Are Small Independent Robo-advisors and Human Advisors Doomed?

With recent leaps in artificial intelligence technology, many financial advisors worry whether their position will be replaced by machines. The future of robo-advisors is transitory, and human advisors are uneasy. Human financial advisors are particularly worried because of the explosion of new AI platforms. These robo-advisor AI systems are a competitive challenge. Human advisors are …

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Robo-Advisor News September 2017. Updates about the future of robo's + financial advisors.

September 2017 Robo-Advisor News – The Most Useful Fintech Updates

Robo-Advisor News – September 2017 The robo-advisor news waves are exploding with questions about the future of this fintech darling. Not far behind is the cry of human financial advisors wondering if they will be doomed. Find out what the CFA blog, MarketWatch and the Wall Street Journal are reporting about these questions. “What’s Next …

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Robo-advisor vs financial advisor - which is better. Get the pros & cons.

Robo-Advisor vs Financial Advisor – Which is Best?

Which is Better, Robo-Advisor or Human Financial Advisor? By contributing columnist, Hank Coleman Robo-advisors are everywhere you turn. Or, so it seems. These automated online investment platforms appeal to new and younger investors, but they can be a good fit for seasoned pros as well. The key to deciding whether to go robo-advisor or human …

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Robo-advisor news to keep you upto-date on the latest fintech investment info

Robo-Advisor News – Latest Updates from the World of Automated Financial Advisors

Robo-Advisor News – August 2017 The robo-advisor industry is moving at lightning speed. These digital financial advisor, that manage your investment dollars using sophisticated computerized algorithms for low fees are upending the traditional wealth management market. Existing robo-advisors are continually updating their features. With Betterment and Wealthfront at the helm of change by adding human …

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Robo-advisors and the future of the wealth management industry

How Do Robo-Advisors Fit in With Traditional Wealth Managers?

The Relationship Between Robo-Advisors and Traditional Wealth Managers Robo-advisors are upending the wealth management industry. Digital wealth managers are launching new platforms, merging, and creating hybrid models. Robo-advisor growth is explosive, but digital investment advisors remain small participants in the total global wealth management AUM. Discover whether the robo-advisor is a true threat to the …

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Insurtech - the new fintech innovation. Insurance in minutes, not months.

Insurtech: Fast Life Insurance Coverage

Guest contributor, JC Matthews Insurtech: Rapid Underwriting The End of the 3 Month Life Insurance Application Fintech, or financial technology solutions have dominated the finance industry, yet insurtech is late to the party. Insurtech describes financial innovation technology solutions for the insurance industry. These new fintech insurance technological advances expedite the insurance process saving you time and …

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M1 Finance adds socially responsible investing to their DIY - robo-advisor investment model.

M1 Finance Joins the Socially Responsible Investing Trend

Please see affiliate disclosure below.* “M1 believes people should always have their money working for them in a way that aligns with their objectives and values.” ~Brian Barnes, CEO M1 Finance Regardless of what you call it; socially responsible, impact, sustainable or socially conscious investing, the genre is exploding. The Forum for Sustainable and Responsible …

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Top new fintech investing and robo-advisor apps from Finovate 2017.

6 New Investing and Robo-Advisor Fintech Startups from Finovate Spring 2017

Finovate 2017 Premiered Exciting Fintech Investing Platforms The Finovate Conferences showcase the top new innovations in fintech. Among the banking, insurance, security and more are several exciting new investing related platforms. From Capitali.se for active traders to NewChip for Angel investors on a dime, there are exciting apps and ingenious platforms to facilitate investing. Fintech …

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Wealthfront portfolio line of credit - cash alternative. Get money for home repairs, weddings, car down payment & more.

Borrow Money With Wealthfront Portfolio Line of Credit

*Please read affiliate disclosure below. Are you a Wealthfront customer who was so busy investing you forgot to leave out some cash to put down on your car? Are you getting married and your Wealthfront account is on track, but you lack cash to pay for the wedding? Forgot to fund your emergency account, even …

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How to choose a robo-advisor. 7 easy questions to ask.

How to Choose a Robo-Advisor – Ask These 7 Questions First

*Please read affiliate disclosure below. You know the drill-invest for the future or you’ll be destined to rely on a paltry Social Security payment in your old age. So, you kick some money into your employer’s 401(k) plan, but you want to invest additional money for your future. If investing seems a bit complicated, then …

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The Robo-Advisor War Is Heating Up-Find Out What’s Next

Keeping up with the growing number of robo-advisors is a full-time job. After consulting on the fintech, robo-advisor topic and discovering that hybrid robo-advisors are the wave of the future, I thought I could take a breath. It turns out, that every day in my news feed there’s another robo-advisor development. Financial advisors need to …

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Robo-advisor exchange traded fund management expense ratio-what is it?

What Is a Robo-Advisor Fund Management Expense Ratio?

Don’t Fall For High Fund Management Expense Ratios Most robo-advisors have an advertised management expense ratio (MER) fee. This is the percent you pay to the automated advisor to manage your investments. It ranges from zero with M1 Finance to between 0.49% and 0.89% for the Personal Capital Advisors specialized service. Yet, there’s another fee …

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Clarity Money Review - Free money management tool that helps save, budget & more.

Clarity Money Review – Free Financial Concierge App

By staff columnist, Alexandra Deluise Clarity Money Review – This App is On Fire In its first week, 40,000 users downloaded the Clarity Money app. This Clarity Money Review delves into what’s great about Clarity Money, and what’s not. In the beta test, Clarity Money saved users an average of $300 per year by slashing wasteful …

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2017 robo-advisor news updates from WSJ, CNET, MarketWatch and more.

Top 2017 Robo-Advisor News from MarketWatch, CNET, WSJ & More

By staff columnist, Alexandra Deluise 2017 begins as an eventful year in many industries, and the robo-advisor field is no different. As a whole, robo-advisors are still on the up, with more assets being invested than in years past. Robos continue to become more accessible, with specific robo-advisors being created for particular groups of investors, based …

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FinDEVr 2016 stand outs! 1787fp, WiseBanyan, Woo Trader, DriveWealth Drill downs

FinDEVr 2016 Top Robo-Advisor and Investment Platforms

FinDEVr 2016 Stand Outs in the Fintech Arena Covering FinDEVr Silicon Valley is one of my favorite events. It gives me an opportunity to check out the latest Fintech players. Culled from the many presentations, these four stand outs are bringing new tools and apps to the robo-advisory, investment and wealth management field. The FinDEVr event is the …

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Tax Smart Asset Location Investment Placement - Is Betterment's solution for you?

Tax Smart Asset Location Investment Placement – Betterment Offers a Solution

How to Minimize Taxes With Asset Location Investors clamor for the highest returns possible within their risk comfort level. But what if there were another way to grow your returns, without added risk? That’s where investment asset location comes in. Asset location is considered a superb way to increase your overall investment returns without taking on additional …

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Are robo-advisors beyond the the Fiduciary Rule?, Massachusetts SEC thinks so!

Robo-Advisors, Massachusetts and the Fiduciary Rule-A Peak into the Future?

Robo-Advisors Are the Wild West of Financial Advising Robo-advisors have taken the investment world by storm. Most of the Betterment, Motif, Personal Capital, Wealthfront, TradeKing Advisors and more have sprung up within the last 10 years. Promising to be an investment management panacea for the individual investor, these new platforms are sparking controversy among the regulators. …

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Will a Trump Presidency Crash the Financial Markets?

Will Donald Trump Cause a Stock Market Crash? By staff columnist, Alexandra Deluise   3 Viewpoints about Trump’s Potential Impact on the Economy and Whether a Trump Presidency Will Crash the Financial Markets After Republican candidate Donald Trump predicted a stock market crash, professionals across the field of finance chimed in on the discussion about whether …

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Finovate 2016 – The Latest Robo News for Fintech – Part 2

Finovate showcases the up and comers of the fintech and robo advisory field. Out of the excellent presenters at Finovate 2016, several stood out as being particularly useful for the consumer. Today we’re profiling several unique offerings in the robo-advisory sphere and a new stock social media platform for stock traders. If you missed our …

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