News + Updates

Betterment-promotions
News + Updates

Betterment Promotion 2020 – 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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m1 finance promotions
News + Updates

M1 Finance Promo Codes-Earn $2,500 with Fund Transfer*

M1 Finance referral codes and promotions 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! M1 Plus Sign up – Save $100* Transfer Account to M1 and Earn

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News + Updates

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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wealthfront cash account mobile image
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 robo that gives clients excellent service for a low account management

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best robo-advisor performance 2019
News + Updates

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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Wealthfront Portfolio Line of Credit
News + Updates

Borrow Money With Wealthfront Portfolio Line of Credit

Wealthfront Borrow Review 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

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investwest 2019
News + Updates

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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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

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robo-advisors latest news
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

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best robo-advisor returns
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.

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top robo-advisor posts 2018
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

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fintech trends + robo adviser news
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.

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Schwab robo-advisor subscription
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

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Feb 2019 robo-advisor news
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

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robo-advisor news january 2019
News + Updates

January 2019 Robo-Advisor News

January Robo-Advisor News – More Choices for 2019 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

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hand shake - robinhood vs acorns vs m1 finance
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

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