qplum robo-advisor founders
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Qplum Robo-Advisor – Sophisticated Investment Management

Q & A with Qplum Robo-Advisor Founder Mansi Singhal Robo-advisors began in the wake of the 2008 financial crisis, and have known only the bull market of the past nine years. Up until recently, it was unclear how their computer algorithms would handle high volatility, market drops, and fearful investors. Qplum robo-advisor was challenged and succeeded during the recent market volatility. When stocks collapsed during a turbulent week in early February, robo-advisors were tested, many for the first time. Some experienced excess site volume that …

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Blooom robo-advisor review drills into pros,cons, + features of this 401k investment manager
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Blooom Robo-Advisor Review – Low Fee Manager for Your Retirement Account

Blooom – Robo-Advisor For My 401(k) Want to make your retirement account work harder and earn more money for you? Then, Blooom might be the solution. Blooom was founded by a few investment management guys who want to democratize your retirement investment accounts, so that you get professional help with your 401(k). They combine their expertise to manage your 401(k), 403(b) or TSP while it remains in your employers plan. Fast Company named Blooom one of the world’s most innovative companies and CEO Chris Costello …

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4 Best Robo Advisors 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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TD Ameritrade Essential Portfolios Robo Advisor and Selective Portfolios with Human Advisor
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TD Ameritrade Robo-Advisors Review – Essential Portfolios and Selective Portolios

TD Ameritrade Essential Portfolios and Selective Portfolios Expert Review TD Ameritrade Essential Portfolios is the fully automated robo-advisor program offered by TD Ameritrade, one of the world’s biggest financial institutions. Their Selective Portfolios is the rebranding of Amerivest as a hybrid robo-advisor with a digital plus human advisor platform. The company recently reported $16.9 billion in AUM in their robo portfolios. Overall, TD Ameritrade has more than 11 million customer accounts, with more than $1.1 trillion in assets under management (AUM). The company is based …

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2018 largest robo-advisors aum
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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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Wealthsimple review - robo-advisor with niche plans for specific investors.
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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 investment advisors with human touch
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6 Robo-Advisors With Human Touch – Digital Investment Advice + Live Advisors

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 touch. There’s no denying that robo-advisors are helping people make good investment choices as well as, if not better than, traditional financial planners. Often, robo-advisors are more affordable than their human counterparts, and offer 24/7 service for a fraction of the cost of a traditional advisor. Since they’re …

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Ellevest Review-Get indepth analysis of pros + cons of robo advisor for women.
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Ellevest Review 2018 – Robo-Advisor for Women

Ellevest Expert Robo-Advisor Review Staff Columnist, Kevin Mercadante Ellevest – Invest Like a Woman. That’s the whole point of Ellevest. It’s a robo advisor investment platform designed specifically for women. The platform was cofounded by CEO, Sallie Krawcheck, and tech entrepreneur, Charlie Kroll. Sallie realized the investing industry has been “by men, for men” — and has historically kept women from achieving their financial goals. She’s made it her life’s mission to empower women financially, and get them to invest for their biggest goals. Sallie …

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FutureAdvisor Review-Typical asset allocation and investments for a 40-year old investor
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Expert FutureAdvisor Review – Robo-Advisor with Financial Advisor Access

FutureAdvisor Expert Review FutureAdvisor is a robo advisory firm that manages your existing investment accounts.  With FutureAdvisor, you don’t need to transfer your assets to their platform! The service automatically monitors, re-balances and tax manages your current investments. Low-cost index funds are added where necessary to strengthen your portfolio. Based in San Francisco, FutureAdvisor was founded in 2010 by Microsoft refugees, Bo Lu and Jon Xu. They started the platform in response to friends who were having difficulty knowing where to invest their money. The …

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Personal Capital advisor recommended optimal asset allocation for a conservative investor
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Personal Capital Review – Personal Capital Advisors – Part 3

Please see affiliate disclosure below* Personal Capital Advisors Dedicated to You So far we’ve covered the rich offerings of the Personal Capital technology-assisted platform. From cash flow, investing, and retirement there are a wealth of free resources. The easy setup and robust dashboard make this robo-advisor a must for your financial and investment management-whether you use Quicken, Mint or another system. Next, learn how the dedicated Personal Capital Advisors work for you. For a deep look at the sign-up and overview, check out Part 1 …

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