M1 Finance Review
M1 FinanceRobo Advisor Reviews

M1 Finance Review: Free Robo-Advisor + You Choose Your Investments

M1 Finance Review-For the Engaged Investor “Forty years of research into behavioral finance tells us that the best way to invest is to define a strategy and then automate it, a process that enforces discipline and encourages us to ignore short-term noise and capitalize on long-term trends,” said Brian Barnes, CEO of M1 Finance. One of the newer robo-advisor platforms to hit markets, M1 Finance, offers a unique twist to the fintech landscape – hundreds of investment options for free. Previously showcased at NYC Finovate, …

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Vanguard Personal Investor Services - Robo Advisor Review - human + digital advice
Robo Advisor ReviewsRobo with Financial AdvisorVanguard Robo-advisor

Vanguard Personal Advisor Services Review 2018-Top AUM & Low Fees

Staff Columnist, Kevin Mercadante Vanguard Robo-Advisor Expert Review The Vanguard robo-advisor wins the size prize! The Vanguard Personal Advisor Services is the largest robo-advisor with $112 billion assets under management. If size isn’t enough, Vanguard is known for popularizing index fund investing. So, you don’t have to worry about the reputation of the firm if you choose the Vanguard robo-advisor. And, if you want hand-holding, the entire Vanguard Personal Advisor Services is driven by your relationship with a financial advisor. This robo-advisor begins with  human …

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Robo Advisers with downside risk protection - maybe. Robo advisors seek to save investments from market crashes
ComparisonsM1 FinancePersonal CapitalqplumRobo Advisor Reviews

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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Sign up for Personal Capital
AppsPersonal CapitalRobo Advisor Reviews

Personal Capital Review- Why You Must Sign Up for Personal Capital – 2018

Everything You Need to Know About Personal Capital You must sign up for Personal Capital because of the free Personal Capital Dashboard!  You may have seen the Personal Capital TV commercials. If they didn’t draw you in, then learn why this robo-advisor or automated investment advisor is a required tool for anyone who wants to maximize their wealth. This Personal Capital Review is a deep dive into their platform to see how it works and if it’s the right investment manager for you. Even if you don’t hire …

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Merrill-Edge-Guided-Investing-Robo-Advisor-Review
Merrill Edge Guided InvestingRobo Advisor Reviews

Merrill Edge Guided Investing (MEGI) Robo-advisor Review

Merrill Edge Guided Investing Expert Review by Contributing Columnist, Kevin Mercadante Most robo-advisors do little more than track the general financial markets. But Merrill Edge Guided Investing, or MEGI for short, is for you if you’re looking for a robo-advisor that actively attempts to outperform the market. MEGI offers all the services of other robo-advisors, including creating your portfolio and managing your investments through periodic rebalancing and automatic reinvestment of dividends. But they also shift your investment allocation as they feel it necessary to take …

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Twine robo-advisor
Robo Advisor ReviewsTwine

Twine Robo-Advisor Review – Get Started Investing Now

Twine Review – Designed for the New Investor The Twine robo-advisor cuts through the digital landscape with a clean interface and easy-to-invest approach. Twine is John Hancock’s new savings and investment app. With 156 under it’s belt, John Hancock is here to help the newbie dive into the investing and money management pool. And, they make it simple! Designed for the new investor, Twine is built for investing, money management and savings goals. Get; 6 Best Robo-Advisor Apps for Growing Your Wealth First, Twine learns about your financial situation …

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Wealthsimple review - robo-advisor with niche plans for specific investors.
Impact Investing Robo-AdvisorsRobo Advisor ReviewsRobo with Financial AdvisorWealthsimple

Wealthsimple Review 2018 – What is Wealthsimple?

Wealthsimple Expert Review Based in Toronto, and with offices in New York and London, Wealthsimple is a Canadian based robo-advisor operating in Canada, the US and the UK. The platform was launched at the beginning of 2017, and now has more than $1 billion in assets under management (AUM), from more than 40,000 clients. The firm is backed by $100 million in capital provided by the Power Financial Group, a financial holding company with $1.4 trillion in assets under administration. The company is staffed by …

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Robo-advisors-with-most-AUM-August-2018
BettermentRobo Advisor ReviewsRobo with Financial AdvisorRobo-Advisor NewsSchwab Intelligent PortfoliosVanguard Robo-advisorWealthfront

Robo-advisors With the Most Assets Under Management (AUM)

Robo Advisors with the Most AUM in 2018 In the financial advisory world, assets under management, or AUM, is a very important metric. Most advisors, both traditional and robo-advisors, earn their income as a percentage of AUM. 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 recent report by PricewaterhouseCoopers. A.T. Kearney estimates that digital advice could grow to over …

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best-robo-advisor-investing-apps
AppsComparisonsRobo Advisor ReviewsRobo-Advisor Strategy

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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Impact investing robo-advisors are adding choices to the socially responsible sphere.
AppsImpact Investing Robo-AdvisorsRobo Advisor Reviews

6 Impact Investing Robo-Advisors and Apps – Do Good and Build Wealth

Socially Conscious Investing Robo-Advisors and Apps “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 robo-advisors is that consumers hunger to invest their money in line with their personal values. A recent Investment News article claims that financial advisors without socially responsible investing choices will sacrifice clients. Robo-advisors …

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