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Robo-Advisor News + Updates

Robo-Advisor News + Updates

Robo-Advisor Summer News 2019 – Swell and Qplum say Good Bye

The Robo-Advisor Competition Lost Two More Niche Players Since the close of Hedgeable last summer, new robo-advisors have launched. But, gaining customers and competing against legacy platforms like Betterment and Personal Capital is another matter. This summer, active investing hedge-fund robo-advisor Qplum closed it’s doors. It’s founders, idealists Mansi Singhal and Guarav Chakravorty, wanted to open the doors of hedge fund investing to the masses. Their platform was built on years of success in high level financial circles. Unfortunately, their goal was halted, like many

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Betterment Smart Saver
Robo-Advisor News + Updates

Betterment EveryDay Replaces Betterment Smart Saver

Betterment EveryDay is an Excellent Cash Management Tool All Betterment Smart Saver accounts will be upgraded to the new Betterment EveryDay Savings. For great cash management and high yields, the new Betterment EveryDay improves on Smart Saver in several ways. One of the highest yields in the banking industry. FDIC-insured up to $1,000,000. Faster withdrawals. You can transfer money between Savings and linked checking accounts within 1-2 business days. Keep all of Your Money Earning With Betterment EveryDay Betterment is one of the premier robo-advisors

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robo-advisors latest news
Robo-Advisor News + Updates

Robo-Advisors Latest News – Vanguard, SoFi, + Citi Wealth Advisor

Are Robo-Advisors Good in Volatile Markets? By staff columnist, Alexandra Deluise One of the biggest questions about robo-advisors is whether they will stand the test of time. As Sean Allocca from Financial Planning notes, the bull market has turned volatile leaving some to wonder about the ability of robo-advisors to handle the downturn. Yet many financial professions believe the potential threat to robo-advisors lies in the investors who use them instead of in the platforms themselves. The reason for this is investors may be prone to

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best robo-advisor returns
Robo-Advisor News + Updates

Best Robo-Advisor Returns YTD – June 2019

Best Robo-Advisor Performance this Year Investors love lists of the best robo-advisor returns and robo advisor performance data. If your robo receives a good robo advisor ranking then you’re happy because you believe that you made the “right” investment choice. In fact, many investors want to choose their robo-advisor, based upon the best robo-advisor returns. Yet, robo investing returns are only a snapshot in time of a long investing life. Actually, the winners and losers during a specific period don’t tell us which robo advisors

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top robo-advisor posts 2018
Robo-Advisor News + Updates

Top 12 Robo-Advisors Posts from 2018 – Here’s What the Readers Liked Best

This top robo-advisors compilation is filled with ways to build wealth and learn about robo investing. Last year exploded with robo-advisor news. With Hedgeable’s close to retail customers and Betterment’s a la carte financial planning packages, there’s abundant change in this fintech arena. M1 Finance is now FREE and loads of robo-advisors began offering socially responsible portfolios. Wealthsimple blew in to the US market with a splash, offering financial advisors, halal portfolios and more. We are dizzy here at Robo-Advisor Pros trying to keep up

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fintech trends + robo adviser news
Robo-Advisor News + Updates

Fintech News – Robo-Advisor Updates, April 2019 – Social Media Missteps, Wealth Building + More

Robo-Advisor News – Betterment, Human Advisors, Wealth Building and Social Media Fintech trends are hitting the robo advisory industry. Robo-advisors, the new-ish fintech darlings are now in their second decade. And along with the growth comes hiccups, missteps and competitive market shake ups. The recent fintech news, spans various robo-advisor news, market shifts and missteps. Financial Technology News – Building Wealth with Robo-Advisors While robo-advisors—and, to be fair, human financial planners—have been very focused on wealth management over the years, one of our news sources

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Schwab robo-advisor subscription
Robo-Advisor News + Updates

Move Over Netflix, Here Comes the Schwab Robo-Advisor Subscription

I’ve had a love affair with Robo-advisors  for three years. I have accounts with roughly five and I’m poised to open several more in the upcoming months. I was elated, when I read that the Schwab robo-advisor subscription model launched. Robo-advisors or digital investment managers award innovation, better products, and lower fees for consumers. They’re a win for investors. Big secret – I’m so enamored with this investing platform that I started a this website, Robo-Advisor Pros.com devoted to discussing and analyzing these fintech darlings. 

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march robo advisor news
Robo-Advisor News + Updates

Robo-Advisor News – March 2019 – Wealthfront, FidelityGo, and the Wealthy

By staff columnist, Alexandra Deluise This month is a positive one for robo-advisors. While there are always ebbs and flows in this fintech market, our news sources have focused on the ability of robo-advisors to adapt and grow in response to the needs of investors. Wealthfront in particular gets a lot of attention this month; the robo-advisor has added to its financial offerings, making it an even more solid choice for investors looking for a robo with a reasonable minimum investment amount and low fees. Robo-Advisors

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Feb 2019 robo-advisor news
Robo-Advisor News + Updates

February 2019 Robo-Advisor News – Wealthfront, Bonds + More

This month brought with it a variety of robo-advisor news. From new offerings for UAE residents to reminders about how successful diverse portfolios can be, February brought a lot of updates to the robo-advisor world. Overall, robo-advisors are still going strong; they are adapting to meet growing and changing investment needs and are maintaining their performance despite a volatile marketplace. However, robo-advisors must be careful. The Securities and Exchange Commission (SEC) is ensuring that robo-advisors stay true to advertising and disclosure guidelines in order to

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best robo-advisor performance 2019
Robo-Advisor News + Updates

Best Robo-Advisor Performance 2019 – Plus

Robo-Advisor Performance As a multi-decade investor I know the pull of high investment returns. It’s wonderful to imagine that a fund’s 20% one-year returns will continue into the future. Many investors make that assumption and jump in to the funds with top returns. Robo-advisor performance records allow you to find out who those winners are! But, just because you can – choose a robo-advisor with the highest returns – doesn’t mean that you should. There’s no guarantee that the winning robo-advisor, investment manager or exchange

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robo-advisor news january 2019
Robo-Advisor News + Updates

January 2019 Robo-Advisor News

January Robo-Advisor News – More Choices for 2019 By staff columnist, Alexandra Deluise While 2018 was an exciting time for robo-advisor news, the new year brings with it the chance to look forward at new opportunities. The fields of robo-advisors and investing are no exception to this! If your new year’s resolution is to grow your wealth or finally try taking advantage of all that robo-advisors have to offer, you’re in luck: 2019 promises to be even better in terms of robo-advisor options. Our robo-advisor news

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Robo-advisor news, December 2018
Robo-Advisor News + Updates

Robo-Advisor News December 2018 – Robo-Advisor Wizard Launches!

The Robo-Advisor Selection Wizard is Here By staff columnist, Alexandra Deluise After months of feedback, tweaks and edits the robo-advisor wizard is live! Click to get immediate access to this amazing Robo-Advisor Selection Wizard. In under one minute, after answering four quick questions, you’ll get a list of the best robo-advisors for you. This one-of-a kind robo-advisor tool makes choosing a robo-advisor seamless. Plus, there’s a bonus offer at the end! Robo-Advisor News on Goldman Sachs! Goldman Sachs is hitting the top of our news list

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Betterment robo-advisor with financial planner. Better fee structure too.
Robo-Advisor News + Updates

Robo-Advisor with Financial Planner-Betterment Offers a Menu of Investment Advice Options

Betterment Robo-Advisor Adds Human Financial Planners and a la Carte Investment Planning for a Personal Touch Many investors love the idea of turning over their investing to smart, efficient digital robo investment advisors. Yet, there come’s a time when you might need some human financial help. If that describes you, then Betterment has solutions! If you like the idea of a tax efficient and automated investment manager, but want access to a human financial planner for more complex money questions, Betterment rolled out several new services.

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robo-advisor news for November 2018
Robo-Advisor News + Updates

Robo-advisor News November 2018 – TD Ameritrade, Wealthfront + More

Human-robo Hybrid Advisors are the Order of the Month! By staff columnist, Alexandra Deluise Companies like Morgan Stanley and Wealthfront, are digitizing aspects of their financial advice so that clients can get the quick algorithmic thinking of a robo-advisor, while also benefiting from the human touch that is frequently missing from robo-advisors. Times are changing, and investors want (and need!) flexibility in their investing options. In response to these needs, investment companies are combining the best of robo-advisors with human counterparts. How Do Investment Companies Feel

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robo-advisor news September 2018
Robo-Advisor News + Updates

Robo-Advisor News September 2018 – Betterment, Vanguard, SigFig + More

Robo-Advisor News – September 2018 September is a huge month in terms of robo-advisor changes and announcements. Some of the most well-known robos are offering new and innovative services, winning awards, and acquiring new investments—all with the investor’s experience and needs in mind. Even stalwart JP Morgan launched an investment app. This month robo-advisor news brings an exciting announcement from Betterment, a robo-advisor we talk about frequently here at Robo-Advisor Pros. In order to provide even better service to their customers, Betterment is making it

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robo-advisor-news-august-2018
Robo-Advisor News + Updates

Robo-Advisor News August 2018 – Twine, Qplum, Wealthsimple + More

From Free Trades to Travel the World – Robo-Advisors Innovate Just when it seems like there can’t possibly be new and exciting things happening in the investing sector, robo-advisors are there to prove you wrong. This month brought a lot of change in the robo-advisor scene. Although some robos, like Hedgeable and WorthFM, ended up closing their doors this year, we still have a lot to look forward to. Free Trades – Yea! One of the most notable events is that Wealthsimple rolled out a

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Td Ameritrade Personalized Portfolios dashboard
Robo-Advisor News + Updates

TD Ameritrade Personalized Portfolios Target the Wealthy

TD Ameritrade Personalized Portfolios Strive for Perfection On the heels of Essential and Selective robo-advisory portfolios, TD Ameritrade launches Personalized Portfolios, for wealthier clients. Answering the call for greater human touch and more investment options than the typical digital wealth management robo-advisor, TD Ameritrade’s Personalized Portfolios seeks perfection. Just short of an independent financial advisor, TD Ameritrade Personalized Portfolios targets wealthier clientele than the typical robo-advisor, with a promise of greater services. Read: Best Robo-advisors for Retirees TD Ameritrade Includes a Gamut of Digital Robo-Advisory

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Robo-Advisor News July 2018 - U.S. Bancorp, WorthFM, Betterment, TIAA, Schwab + More
Robo-Advisor News + Updates

Robo-Advisor News July 2018 – U.S. Bancorp, WorthFM + More

Who Needs a Niche Robo-Advisor? Do we really need niche robo-advisors? In light of the customizability of most robo-advisors, being upset about the closing of WorthFM, a robo-advisor specifically designed for women, could seem hyperbolic. Still, niche robo-advisors are helpful for many different situations. Women might need certain features in a retirement planner, for example. Other investors might want a robo-advisor specially equipped to handle Bitcoin or other cryptocurrency investments. And while some new investors might want to get started with a low-cost robo-advisor, other

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Hedgeable closes its doors.
Robo-Advisor News + Updates

Hedgeable Closes to Retail Investors – Active Robo Restructures

Robo-Advisor News – Hedgeable Closes to Retail Investors “Hedgeable is restructuring, and we have decided to discontinue our regulated investment management business effective August 9, 2018… On that date, all access to the existing Hedgeable investment management portal will cease to be operational.” ~Hedgeable website Launched in 2010, Hedgeable is one of the earliest robo-advisors. Unlike Betterment and Wealthfront early adopters, Hedgeable took a “hedge-fund” like approach to investing. In contrast with the passive, index fund ETF investing strategy, Hedgeable used alternative investments like precious

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robo-advisor-news-june-2018
Robo-Advisor News + Updates

Robo Advisor News June 2018 – M1 Finance, WiseBanyan, Wealthfront

M1 Finance, WiseBanyan, Wealthfront, TD Ameritrade and SigFig Command the Robo-Advisor News Headlines Keeping up with the latest robo-advisor news is a full-time job. From M1 Finance offering borrowing for it’s users to WiseBanyan massively expanding their investment options, the news never stops. Even if you’re not seeking a robo-advisor to manage your investments, learning about this rapidly expanding fintech arena is fascinating for finance and tech enthusiasts. The main themes of innovation are faster, cheaper and better services. The new robo-advisor fintech financial management

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