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News + Updates

Wealthfront Cash Account Review – Free, High-Yield Account 

The Wealthfront Cash Account is unique. It is a combined high-yield savings and checking account. It’s unusual to find a “banking account” that offers both high interest and bank features like a debit card, direct deposit and zero fees. Wealthfront is an affordable, user-friendly digital robo advisor with low-fee investment management and unique customization options.

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Robo Advisor News 2022
News + Updates

Robo-Advisor News 2022 – Change Is The Constant

It has been a busy time in the robo-advising sphere. Robo advisor news updates reveal a few noteworthy changes, including big revamp announced at Fidelity Go and updates at Wells Fargo Intuitive Investor. Two robo-advisors in particular have added value tilts to their offerings, while some experts wonder whether these new additions will pay off

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Robo-advisors With The Most Assets Under Management -2022

Top Robo Advisors by AUM In the financial advisory world, assets under management, or AUM, is a key metric. Most financial advisors, both traditional and robo-advisors, earn their income as a percentage of AUM. The largest robo advisors by aum, in most cases, are or will become the most profitable. Although global in scope, the

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News + Updates

Blooom Review – Closing it’s Doors

Blooom News – Blooom is closing it’s doors to retail investors  Blooom has closed it’s retail investment arm. The company software was sold to Morgan Stanley. Your money will remain in it’s existing account. There will be no changes to your assets, only that they will not be managed by Blooom anymore. Consider Retirable for a

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SEC vs Robo-Advisors | Alerts And More Robo News

The SEC slams the robo advisory industry for deceptive advertising and lack of compliance with the fiduciary standard. Read the latest robo news, learn who the new players are in the digital wealth management sphere, uncover who’s using robos and discover the upcoming online wealth management trends.

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M1 Finance Promo Codes* | High Yield Cash, Huge Cash Back Credit Card

M1 Finance promotions and referral codes are like free money! And who doesn’t like free money? Aside from being one of our favorite investment managers, M1 Finance is generous with referrals and promotions. Learn about all the newest M1 Promotions right here! 1. M1 Plus Sign up Promotion* New customers receive M1 Plus FREE for

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Robo-Advisor News – Spring 2021

Robo-Advisors Continue to Grow, Expand Offerings Springtime robo-advising news brought us a host of good news. While much of the financial world is still uncertain due to changes in the economy as a result of COVID-19, one thing is very clear: robo-advisors aren’t going anywhere! In fact, the robo-advising field has only grown over the

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TIAA Personal Portfolio Robo-Advisor Review – Closed To New Investors

TIAA Robo-Advisor is Not Accepting New Clients “The TIAA Personal Portfolio Program is a fee-based discretionary advisory service offered online through an interactive website,mobile application or other electronic platform that is used to operate the Program (the “Site”). As of May 15, 2020, the Program is no longer accepting new Program accounts. Program accounts will

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News + Updates

Robo-Advisor News 2021: Surprises at Betterment

There is no stopping the growth of the robo advisor market. With interest rates in the toilet – the stock market is seen as the only place to invest and strive for decent returns on your money! The latest robo advisor news, and asset growth inderscores the promise of this industry. Launched in the wake

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M1 Finance Socially Responsible Investing-Do Good and Make Money

“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 investing, ESG investing, impact, sustainable or socially conscious investing, the genre is exploding. To answer the need for values-based investing, ESG

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Betterment Promotions – Up to 1 Year Free Management

Betterment is one of our favorite robo-advisors. These Betterment promotions add to the the appeal of the Betterment robo-advisor. Unlike traditional financial advisors who tend to require a six-figure minimum investment and charge more than 1.0% AUM fee, Betterment helps beginner-to-advanced investors automate and manage their investing for a low fee. Betterment top features include:

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Summer Robo-Advisor News

When our Spring edition of robo-advisor news appeared in May, the world was still reeling from COVID-19. Though we have seen some wild changes in the market, the general prognosis for robo-advisors stays positive. In fact, many robo-advisors are hitting record levels of assets under management (AUM)! Big financial companies are also purchasing robo-advisors for

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Best Robo-Advisor Performance 2020 – Plus Tips to Choose a Robo

Robo-Advisor Performance As a multi-decade investor I know the allure of high investment returns. It’s wonderful to imagine that a fund’s 20% one-year return will continue into the future. Many investors make that assumption and jump into the funds with top returns. Robo-advisor performance records allow you to find out who those winners are! But,

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Twine App Alternatives

The Twine Robo-advisor from John Hancock is no longer available. For those seeking a simple robo advisor or investing app, consider The Best Robo Advisor Investing Apps Twine Alternatives – SoFi vs Acorns The Twine robo-advisor cuts through the digital landscape with a clean interface and easy-to-invest approach. The Twine app is John Hancock’s savings

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InVest West News – Innovations in Investing, Saving, and Advice

The cutting edge of wealthtech, fintech, robo-advisors and RIA adoption of technology was showcased at this years InVest West conference. Sponored by Sourcemedia, the home of FinancialPlanning and American Banker, the conference delved into the transformation of the wealth management industry. Highlights included conversations Joshua Levin of OpenInvest the socially consious robo-advisor, Andy Radcliff of

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News + Updates

Robo-Advisor News – Fall 2019 – Vanguard, Axios Invest and More

The robo-advisory landscape is changing at lightspeed. With Vanguard broadening it’s options to the growth of the industry, it’s tough to keep up. To be perfectly candid, trying to keep up with the changes in robo-advisory landscape is a full time job. Although we’re typically focused on U.S. robo-advisors, we need to cover  the premier

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Motif Impact Portfolios Review

Motif Investing Has Closed it’s Doors The robo advisory landscape is competitive and Motif has suspended it’s business and will be transferring all accounts to Folio Investing as of May 20, 2020. Motif was founded roughly a decade ago and focused on thematic investing. For all existing Motif investors, we recommend that you consider switching

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