Learn

betterment mobile savings image

Betterment Cash Reserve and Checking Review

Betterment Cash Reserve and Checking Replaces Betterment Everyday – Earn a Higher Yield on Your Money This Betterment savings account and checking account review (formerly known as Betterment Everyday) delves into every corner of the newly upgraded Betterment Cash Reserve money management features. Betterment is on the road to making the firm a full service …

Betterment Cash Reserve and Checking Review Read More »

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? 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, this article will help you …

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

woman with scale weighing

The Pros and Cons of Robo-Advisors – Are They Worth it?

Are Robo-Advisors Worth it? Robo-advisors have been making headlines lately as a great substitute for traditional personal financial advisors. But is robo investment advice worth the hype? Find out the pros and cons of robo-advisors and learn if a digital investment advisor is right for you. Consider how robo investment advice stacks up against a …

The Pros and Cons of Robo-Advisors – Are They Worth it? Read More »

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 …

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

Differences between robo-advisors include fees, services, investments and more.

What are the 8 Major Differences Between Robo-Advisors?

The Main Differences Between Robo-Advisors Span Fees, Investment Style, and Services Not all investment options are created equal. Any smart investor will tell you that it’s a good idea to learn the differences between robo-advisors before choosing one to manage your money. With financial automation expanding and digital advisors growing, learn before committing to one …

What are the 8 Major Differences Between Robo-Advisors? Read More »

robo advisor assets under management 2020

Robo-advisors With the Most Assets Under Management -2020

Biggest Robo Advisors in 2020 In the financial advisory world, assets under management, or AUM, is a key metric. Most advisors, both traditional and robo-advisors, earn their income as a percentage of AUM. The largest robo advisors, in most cases, are or will become the most profitable. Robo advisor growth of AUM is a clear …

Robo-advisors With the Most Assets Under Management -2020 Read More »

Personal Capital Bill Harris

Personal Capital Founder Bill Harris – Marketing Genius

How Bill Harris, Personal Capital’s Founder Upended the Robo-Advisor Financial Industry With Their Freemium Model The recipe is ingenious by Personal Capital founders. Start with iconic founders, create a unique product, add on extra features and finish off with an amazing free giveaway. For investors seeking a sophisticated financial and investment management platform, for free, …

Personal Capital Founder Bill Harris – Marketing Genius Read More »

Is Personal Capital Safe?

Is Personal Capital Safe to Use? Personal Capital Security Review

How Safe is the Personal Capital Website? Do you have a Personal Capital account or are you considering using their free money and investing tools? Before synching up with Personal Capital or any financial website, you are wise to investigate the safety of the platform. This article will demonstrate why Personal Capital is safe – …

Is Personal Capital Safe to Use? Personal Capital Security Review Read More »

how to choose a robo advisor-question mark

How to Choose a Robo-Advisor – Ask These 9 Questions First

Here’s How to Choose a Robo-Advisor 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, …

How to Choose a Robo-Advisor – Ask These 9 Questions First Read More »

robot and woman

8 Hybrid Robo-Advisors With Human Touch and Digital Investment Advice

There’s a Hybrid Robo-Advisor for All Let’s face it, the idea of turning one’s finances over to a robo-advisor is nerve-wracking for some. In fact, you might be skeptical about hiring a totally automated investment manager and would prefer a hybrid robo-advisor with human advisor access. If you want a digital investment advisor with a …

8 Hybrid Robo-Advisors With Human Touch and Digital Investment Advice Read More »

robo vs human financial advisor

Robo-Advisor vs Financial Advisor – Which is Best?

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 financial advisor is to understand which one is …

Robo-Advisor vs Financial Advisor – Which is Best? Read More »

lowest fee robo advisors

6 Best Lowest Fee Robo-Advisors

Cheapest Robo-Advisors (and Free Robo-Advisors too) 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 for affordable costs. Fortunately, there are many excellent low fee robo-advisors to cut invesment management expenses to …

6 Best Lowest Fee Robo-Advisors Read More »

Cons of Robo-Advisors - There are disadvantages as well as advantages of robo financial advisors.

Disadvantages of Robo-Advisors and Robo Financial Advisors

What are the negatives of robo-advisors? Robo investing is low-fee and offers a service for newbies through advanced investors. Yet, robos have disadvantages as well as advantages. Robo-advisors, sometimes called robo-financial advisors, are automated financial advisors that manage your investment dollars for the greatest returns with the least amount of risk. Some offer human financial …

Disadvantages of Robo-Advisors and Robo Financial Advisors Read More »

esg roo advisors -save the world

6 Best Robo-Advisors for Socially Responsible Investing

Do Good and Build Wealth with Impact Investing Robo-Advisors “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 …

6 Best Robo-Advisors for Socially Responsible Investing Read More »

7 Best Portfolio Management Software Tools for Investors – 2020

The Best Portfolio Management Software Makes Your Life Easier Investors need the best portfolio trackers to monitor their mutual and exchange traded funds, individual stocks and bonds for many reasons. You want to examine your investment returns, fees, asset allocation, as well as plan for retirement and more. And you need the best personal investment …

7 Best Portfolio Management Software Tools for Investors – 2020 Read More »

Best robo-advisor for retirees

5 Best Robo-Advisors for Retirees – Each With Financial Advisors!

Discover the Pros and Cons of Robo-Advisors for Retirees The best robo-advisor for retirees is the one that fits your needs. With the robo-advisor digital investment manager becoming an increasingly popular choice among early- and mid-career investors, baby boomers approaching retirement might wonder whether they should make the switch to robo-advising and what are the …

5 Best Robo-Advisors for Retirees – Each With Financial Advisors! Read More »

cell phone for best financial planning apps

10 Best Financial Planning Apps for 2020 – Save Money and Invest

Best Financial Planning Apps to Simplify Your Life and Build Wealth Our society has moved so far beyond the traditional “banker’s hours” at this point. Without instant access to our finances, we would be at a complete loss. Wouldn’t it be nice to have a financial advisor app in your pocket? The good news is …

10 Best Financial Planning Apps for 2020 – Save Money and Invest Read More »

Robo-advisor Fees FRom Lowest to Highest

Robo-Advisor Fees from Lowest to Highest – a Comprehensive List

Robo Advisor Fees are Typically Lower than Those of Human Financial Advisors Whether you’re still learning what robo-advisors have to offer or you’re an experienced investor, you’re probably looking to save money in investment fees. The good news about robo-advisors is that with little to no overhead costs, the savings get passed directly to investors. …

Robo-Advisor Fees from Lowest to Highest – a Comprehensive List Read More »

actively managed robo advisors

7 Active Management Robo-Advisors to Beat the Market

Active Management Robo-Advisors, the Next Digital Investment Wave Active investment advisors attempt to ouperform the returns of a passively managed index fund investment approach. In fact, one of the most appealing features of the robo-advisor is the fact that you can get the benefits of professional financial management with lower fees than a traditional financial …

7 Active Management Robo-Advisors to Beat the Market Read More »

Scroll to Top