robo-advisor pros and cons
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Robo Investment Advice: The Pros and Cons

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. As with any decision regarding your money, it is essential to consider the pros and cons of robo advice before investing with a digital advisor. In particular, you should consider how robo investment advice stacks up against a financial advisor and which works …

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Robo-Advisors with the Most AUM 2019
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Robo-advisors With the Most Assets Under Management -2019

Robo Advisors with the Most AUM in 2019 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 greater the amount of assets under management, the more income for the company. Experts estimate that robo-advisors could see their assets under management increase by over $800 billion over the next five years as they continue to plow investors’ money into electronically traded funds (ETFs) according to a …

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7 Best Portfolio Management Software Tools for Investors – 2019

The Best Portfolio Management Software Makes Your Life Easier Investors need to keep track of 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. Of course you can do it by hand or with an investment tracking spreadsheet, but with the excellent investment portfolio management software available, why bother? From free investment software, to a one-time payment or on-going fees, there has never …

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How do robo advisers work? What are robo adviser algorithms and features?
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How Do Robo-Advisors Work?

How Do Robo-Advisors Work and What are Robo-Advisor Algorithms? Robo-advisors have stormed onto the investment scene as a way for all investors to participate in the wealth-building possibilities of the markets. Finally, get the answer – How do robo-advisors work? No longer do you need deep pockets to hire a financial advisor or  to invest in a professionally managed portfolio. From Betterment to Schwab or M1 Finance, the robo-advisory choices are vast. But, if you’re wondering “What is a robo-advisor and how do they work? read …

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Sustainable investing with Sustainfolio
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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 didn’t know where to start, this Complete Guide to Sustainable Investing for Robo-Advisor Investors will put you on the right path. Everything You Need to Know About Sustainable Investing Graph …

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5 Reasons I Would Use a Robo-Advisor
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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, this article will help you answer the question, ‘Should I use a robo-advisor?’ Robo-advisors work by using algorithms to help clients make the best investing decisions, weighing the client’s tolerance …

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Personal Capital Retirement Planner – Great for Women

Best Retirement Planner for Women? Try Personal Capital By staff columnist, Alexandra Deluise Personal Capital 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 the unique circumstances they can face in the working world. It’s common for women to be paid …

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Best robo-advisor for retirees
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4 Best Robo-Advisors for Retirees – Top Digital Investment Management + Advisors

Discover the Pros and Cons of Robo-Advisors for Retirees With the robo-advisor digital investment manager becoming an increasingly popular choice amongst early- and mid-career investors, baby boomers approaching retirement might wonder whether they should make the switch to robo-advising and what are the best robo-advisors for retirees. Good news, there are robo-advisors for retirees that can manage your investments affordably! One of the great things about robo-advisors is that they are customizable. Retirees can benefit from the ability to rev up the aggression in their …

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Which robo-advisors offer tax-loss harvesting?
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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, such as low monthly fees, flexible portfolios, and impact-based investing options. Although these features are important considerations when selecting your robo-advisor, tax-loss harvesting shouldn’t be overlooked. Understanding tax-loss harvesting, as …

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Personal Capital Bill Harris
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Bill Harris – Personal Capital’s Marketing Genius

How Bill Harris of Personal Capital Upended the Robo-Advisor Financial Industry With Their Freemium Model The recipe is ingenious. 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, it’s tough to beat co-founder Bill Harris’ Personal Capital product. Wealthy investors looking to minimize advisory fees and create a sophisticated “smart beta” investment portfolio, will appreciate the reasonable fees and access to human financial advisors. …

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How do robo-advisors make money?
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How Do Robo-Advisors Make Money? You Might be Surprised!

Free and Low Fee Robo-Advisors Still Need to Make Money How robo-advisor make money can be confusing, especially with the availability of free-robo advisors. In fact, robo-advisors are frequently praised for their low- or no-free structures, meaning that those who invest in them are often getting a great deal. After all, with fewer overhead costs and salaries to pay, robo-advisors can instantly pass on savings to their clients. But while robo-advisors have proven their ability to perform as well, if not better, than their human …

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List of robo-advisers. Top 28 digital investment managers.
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2019 List of Robo-Advisors – Top 32 Digital Investment Managers

List of Robo-Advisors – 33 Top Automated Investment Managers Robo-advisors have become extremely popular in the investment management sphere. This list of robo-advisors includes an introduction to the 30 top digital investment services. Also, you’ll find quite a bit of differentiation within the list of robo-advisors. You might wonder why you need a robo-advisor. Here are the practical reasons for using a robo-advisory service for your investment management: You’re busy and you want your money professionally managed. You’re drawn to the promise of sophisticated investment …

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Robo-advisor Fees FRom Lowest to Highest
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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. This means that robo-advisors fees are lower than most traditional financial advisors. So if you’re seeking investment management help, without paying a high fee, then a robo-advisor might be for …

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Differences between robo-advisors include fees, services, investments and more.
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What are the 7 Main Differences Between Robo-Advisors?

The Main Differences Between Robo-Advisors Span Fees, Investment Style, and Services Not all investment options are created equal, and 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. Without looking at all the features available (or not available) with any one robo-advisor, new investors run the risk of selecting a robo that is incompatible with their goals or means. In fact, there are 7 main features of robo-advisors that can …

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Robo Advisers with downside risk protection - maybe. Robo advisors seek to save investments from market crashes
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Do Any Robo-Advisors Focus on Downside Risk Protection?

Robo-Advisors with Downside Risk Protection – Investment Management for Turbulent Markets Downside protection strategies for investing are in high demand. The 2018 markets shook investors out of their complacency. The largest DOW point drop ever occurred on February 5th 2018 and tested the nine year bull market. Since then, volatility is rampant. Most traditional robo-advisors work like this. Investors select their risk tolerance, from conservative to aggressive, the robo creates an investment portfolio with low fee index funds and rebalances regularly. When markets tank, instead …

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Active management robo-advisors are disrupting the digital investment markets
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6 Active Management Robo-Advisors Strive to Beat the Market

Active Management Robo-Advisors, the Next Digital Investment Wave 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 professional. Is the active management robo-advisor next? Did you believe that robo-advisors only offered only limited or passive investing? Not necessarily. Some active management robo-advisors do have those autonomous investing options, certainly, but many robo-advisors also have active management approaches along with human guidance. Click to find out; …

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Are robo-advisors a scam?
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Are Robo-Advisors a Scam? Get the Facts

Find out if Robo-Advisors are a Scam or Not By staff columnist, Alexandra Deluise Easy and cheap investment options, overseen by a robot? Definitely too good to be true—right? When you put it like that, robo-advisors do seem like some sort of new-age internet scam. Can robo-advisors really stack up against trustworthy and educated—never mind human—financial planners, or are they out to rob you of your hard-earned money? Bonus; 7 Best Robo-Advisors for Millennials The good news is that robo-advisors are not a scam. Here are …

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Money saving, investing & budgeting apps.
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10 Top Money and Investing Apps for 2019

By staff columnist, Alexandra Deluise Money 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. But with the wealth of information available—pun absolutely intended—how can we choose the best money apps to help us manage our finances, investments and budgets? No worries: I’ve done a lot of the legwork for you. Here are 10 of the best money and finance …

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robo investment advisors with human touch
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7 Robo-Advisors With Human Touch – Digital Investment Advice + Live Advisors

There’s a Robo-Advisor With Human Touch 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 robo-advisor with human advisor access. If you want a digital investment advisor with a human touch, you’re not alone. Hybrid robo-advisors are gaining in popularity. There’s no denying that robo-advisors are helping people make good investment choices as well as, if not better …

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best-robo-advisor-investing-apps
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The 6 Best Robo-Advisor Investing Apps – For Growing Your Wealth

You Have to Choose One of These 6 Robo-Advisor Apps Today’s world is a bustling place: somewhere between all of our important obligations (work, family, friends, and food, to name a few!) we need to find time to manage, maintain, and build wealth. With robo-advisors steadily gaining dominance in the financial sector, the answer to why a robo-advisor is the best option for investors-on-the-go is clear: they are available 24/7 and based on sound investment research. The increasing availability of robo-advisors makes it easier than …

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