Vanguard Personal Advisor Services

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 …

Betterment vs Vanguard Personal Advisor Services – Robo-Advisor Comparison Choosing between robo-advisors can be very hard when you’re stuck between two well-known, strong contenders. Betterment vs. Vanguard Personal Advisor Services is a particularly difficult choice, as both robos have human financial professionals available to their clients. Before you flip a coin, there are some crucial differences between these robo-advisors you should be aware of. Betterment vs Vanguard Personal Advisor Services—Overview Betterment is certainly a good robo-advisor for many reasons, one of which is its affordability …

When Should I Pay For A Robo-Advisor? By staff columnist, Alexandra Deluise With so many robo-advisors offering low-to-no fee services, it can seem like a no-brainer to choose the most affordable robo for your investing needs. After all, the more money you save on asset management fees, the more you can invest—right? This line of thought will only get you so far, unfortunately. While there are many among us who feel confident managing our own investments, still others might prefer to have a more hands-on human …

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 …

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 …

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 …

Betterment Launches Free Management Fee Promo + Free Investment Review Choosing the right investment manager is tough. Betterment is making it easier. Betterment continues to entice and innovate. Betterment Free Investment Review Betterment’s free investment review can help you assess your current investment approach. Here’s how the Betterment investment review can help you: Betterment asks you a series of questions related to your finances. Next, you receive  an analysis of your investments that covers four topic areas: investment accounts, tax savings, fees risk exposure This …

Robo-Advisor News – September 2017 The robo-advisor news waves are exploding with questions about the future of this fintech darling. Not far behind is the cry of human financial advisors wondering if they will be doomed. Find out what the CFA blog, MarketWatch and the Wall Street Journal are reporting about these questions. “What’s Next for Robo-Advisors?” by Lauren Foster – CFA Institute Blog “If you’re in the business of advising clients on how to invest, Randy Cass, CFA, has some advice for you: The future of …

Robo-Advisor News – August 2017 The robo-advisor industry is moving at lightning speed. These digital financial advisor, that manage your investment dollars using sophisticated computerized algorithms for low fees are upending the traditional wealth management market. Existing robo-advisors are continually updating their features. With Betterment and Wealthfront at the helm of change by adding human and digital financial advising, respectively. Following are some of the recent updates across the robo-advisory landscape: “Your Robo-Adviser May Have a Conflict of Interest” by Hugh Son on Bloomberg.com “But …