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

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 though your Wealthfront investment account is growing? Learn about the Wealthfront Portfolio Line of Credit, to help with those money ‘what ifs’. Wealthfront’s Portfolio Line of Credit Can Save You …

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You can afford to start investing today with these 4 low investment minimum robo-advisors.
Robo-Advisor Learn

Top 5 Robo-Advisors with Low Investment Minimums-You Can Afford to Invest

*Please read affiliate disclosure below. Best Robo-Advisors for Millennials and Those Without Much Cash Getting started investing is never easy; not only do you need to choose the best investments for your lifestyle and financial goals, but it is often believed that you need to scrounge up a large minimum cash investment in order to make any substantial investment. In fact, some online brokerage accounts won’t let you invest in a mutual fund without $2,500. Yet, don’t despair, there are robo-advisors with low minimum investment …

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

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 find out how to choose a robo-advisor to help manage your money and grow your wealth. Learn about this handy investing platform and how to choose a robo-advisor in a …

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Robo-Advisor News + Updates

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 incorporate digital advisors or perish. The stand-alone shops-Betterment, Wealthfront, free WiseBanyan, Personal Capital – are being challenged by the investment brokerage firms. Thanks to the Visual Capitalist for creating this …

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

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 that every investor who buys a mutual or exchange traded fund pays, whether they’re investing in a robo-advisor or not. This is the fund’s management expense ratio. When investing with …

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

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 spending. According to the BusinessWire press release Clarity Money has already analyzed $5 billion in transactions and saved users over $300,000 in cancelled subscriptions, in its first month. Newly launched …

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2017 robo-advisor news updates from WSJ, CNET, MarketWatch and more.
Robo-Advisor News + Updates

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 on age, gender, income and more. The robo-advisor news is impacting not only individual investors but financial advisors as well. Top 5 Robo-Advisor News Articles The following five articles provide …

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FinDEVr 2016 stand outs! 1787fp, WiseBanyan, Woo Trader, DriveWealth Drill downs
Robo-Advisor News + Updates

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 sister event Finovate, another exciting fintech bash. DriveWealth – Invest on Your Own Terms DriveWealth was designed with the millennial investor in mind. On-the-go investors or investor hopefuls will enjoy …

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Best site to buy stocks and research investment ideas.
Robo-Advisor Learn

Best Site to Buy Stocks-Motif Investing

How I Use Motif Investing to Find Good Ways to Invest Money Guest contributor, Joseph Hogue, CFA Why is Motif Investing the Best Site to Buy Stocks? Motif Investing can help you save money investing but it is also one of my favorite tools for finding investing ideas. This website posted a review of Motif Investing a few months back, comparing it against robo-advisors and the DIY option in investing. It had some great points and got me thinking about how I was using Motif. …

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Tax Smart Asset Location Investment Placement - Is Betterment's solution for you?
Robo-Advisor News + Updates

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 risk. Asset location is a strategy to minimize your taxes on investment profits by putting investments with larger potential tax obligations in tax deferred accounts and those with smaller tax …

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Are robo-advisors beyond the the Fiduciary Rule?, Massachusetts SEC thinks so!
Robo-Advisor News + Updates

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. The automated advisory robos’ claim to provide the average Jane and Joe with top notch investment portfolios, informed by modern theory along with low-fees. By cutting customer expenses and implementing …

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Robo-Advisor News + Updates

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 or not Trump will cause a stock market crash himself, or if his predictions have any weight to them. We all have a lot to think about with this upcoming …

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Robo-Advisor News + Updates

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 coverage yesterday, be sure to visit Finovate 2016 Breaking News for the Latest Fintech Platforms here. Robo-Advisors for Franchises and P2P Lending LendingRobot As an investor and a financial writer, …

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Robo-Advisor News + Updates

Finovate 2016 – Breaking News for the Newest Fintech Platforms

Finovate Spring 2016 – Best New Innovations in Finance and Technology Welcome to live blogging from Finovate Spring 2016. Learn about the latest innovations for consumers and investors to make your life richer and easier. In an exciting 7 minute format, each of the presenting companies pitch their products. We’ll sample some of the newer fintech offerings targeted towards the consumer and investor. Following is an introduction to several of the investment and money related Finovate Spring 216 presenters: Automated Investing Showcase WorthFM “An all-digital …

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Sample Motifs Including Dividend Aristocrats
Robo-Advisor Comparisons

Robo-Advisor vs. DIY – Motif Is For All Investors

Motif May Be the Answer to Your Investing Prayers Are you a DIY investor, but want some structure to your investing? Are you deciding between going with a robo-advisor or DIY? Motif is definitely worth a look. Even if you’re a strict passive investor, there may be a place for Motif in your investing arsenal. If you’re an active investor or trader, then Motif is a low cost way to professionally manage your investment portfolio. For example, I support a passive index fund investing approach …

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