robo-advisor with financial advisors

Robo-Advisor vs. Financial Advisors vs. DIY Investing – What’s the Difference? Choosing between a financial advisor vs. robo advisor can be challenging. Add in DIY investing and it can feel as if you’ve got too many choices. This article is crafted to simplify your robo-advisor vs. financial advisor vs. DIY investing decision. Hint – it doesn’t need to be an either/or choice! While investing can be simple, like choosing a target date fund or a couple of index funds – choosing between robo investing vs …

Expert Betterment Review 2019 Get the Answer to; ‘Should I Sign Up With Betterment’ Question The Betterment robo-advisor checks all the boxes. I was a podcast guest several years ago and asked the host if she used a robo-advisor to manage her investing. She disclosed that she invested with Betterment. Curious, I looked into Betterment, and discovered a treasure trove of features to help both the novice and advanced investor manage her portfolio for a low fee. I decided to invest with Betterment myself. You …

E*TRADE Core Portfolios Expert Review E*TRADE Core Portfolios is the robo-advisor program offered by the well-known E*TRADE Capital Management brand. The E*TRADE robo-advisor offers automated professional investment management with a competitive fee structure and access to financial consultants. Similar to other robo-advisors, E*TRADE Core Portfolios combines various asset classes, or types of investments, to create a low-fee diversified mix of exchange traded funds (ETFs). Following the proven Modern Portfolio Theory (MPT), E*Trade Core Portfolios combines U.S. stock, international stock and bond funds to minimize risk …

Staff Columnist, Kevin Mercadante SigFig Robo-Advisor Expert Review SigFig is a robo-advisor that manages your account while it is held in popular investment brokerage platforms, like Schwab, Fidelity, and TD Ameritrade. They offer comprehensive portfolio management, and at very reasonable fees. SigFig provides two different portfolio management levels, one free and the other paid: 1.  Sigfig Portfolio Tracker: Free investment tracking and analysis tool. 2. Managed Portfolio: A comprehensive investment manager with many features including tax-loss harvesting. In fact, SigFig was listed as one of …

TD Ameritrade Essential Portfolios and Selective Portfolios Expert Review – 2019 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 option is the rebranding of Amerivest as a hybrid robo-advisor with a digital plus human advisor platform. This TD Ameritrade Essential Portfolios Review is unique and also offers expert commentary on the TD Ameritrade Selective portfolios. Are you curious, “Does TD Ameritrade have robo-advisors?” The answer is a resounding “yes.” …

TIAA Robo-Advisor Expert Review By, staff columnist Kevin Mercadante The addition of a robo-advisor platform with a strong emphasis on retirement savings is a natural evolution for a major financial company like Teachers Annuity Association of America, otherwise known as TIAA. The company’s name is practically synonymous with retirement plans, and they offer all types. TIAA Personal Portfolio Robo Advisor can be used for taxable investing as well as retirement. But their goal-based investment planning makes this robo-advisor particularly user-friendly. They offer three different portfolio …

Wealthsimple and Betterment – Socially Responsible Robo-Advisors with a Human Connection By staff columnist, Alexandra Deluise Wealthsimple vs. Betterment—Overview Wealthsimple and Betterment are two robo-advisors that get a lot of focal time on Robo-Advisors Pros, and for good reason: they’re among the best robo-advisors when it comes to available features. Betterment, for one, is on our top five list of robo-advisors with the most assets under management and both Wealthsimple and Betterment are recommended robo-advisors for millennials. Read on to find out how the Wealthsimple vs. …

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 …

Zacks Advantage Expert Review Zacks Advantage is an actively-managed automated investment advisory service. The company is based in Chicago, and was formed in 1992 as Zacks Investment Management, a wealth management boutique which is owned by Zacks Investment Research. This actively managed robo-advisor owns a #1 ranking by the Robo Report for the last two quarters of 2018 from among the top 26 robo-advisors. Review: Best Robo-Advisor Performance Zacks’ is one of the largest investment research firms in the US. As a portfolio manager for …

Expert Ellevest 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. We don’t want to get preach-y but, women, when you actually get into the investment markets, your returns trump those of men! So, do not delay and get started investing, NOW! It’s easy. Ellevest was cofounded by CEO, Sallie Krawcheck, and tech entrepreneur, Charlie Kroll. Sallie realized the investing industry has been “by men, for …

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. …

Schwab Robo-Advisor Review – Everything You Need to Know Digital robo-advisors are popping up everywhere, from independent shops such as Wealthfront, Betterment, Personal Capital and WiseBanyan to those wedded to an existing firm such as Vanguard and Fidelity. The original robo-advisor originated as a low-fee, professionally managed investment portfolio made up of exchange-traded funds (ETFs) and is morphing into a hybrid, robo – human advisor model. Many solely automated investment portfolios are adding access to human advisors and Schwab’s Intelligent Advisory joins Betterment as the newest …

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 …

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 …

There’s a Robo-Advisor With Human Touch for All 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 advisor access. If you want a digital investment advisor with a human touch, you’re not alone. Hybrid robo-advisors are gaining in popularity. There’s no denying that robo-advisors are helping people make good investment choices as well as, if not better …

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 …

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 …

Which is Better, Robo-Advisor or Human Financial Advisor? By contributing columnist, Hank Coleman Robo-advisors are everywhere you turn. Or, so it seems. These automated online investment platforms appeal to new and younger investors, but they can be a good fit for seasoned pros as well. The key to deciding whether to go robo-advisor or human financial advisor is to understand what’s right for you and your financial situation. Are you tired of paying high fees and commissions with a traditional financial advisor? Does the investment …