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Top 11 Robo-Advisor Trends for the Future

Last Updated on December 7, 2017 by Barbara A. Friedberg, MBA, MS

Disclosure: Please note that this article may contain affiliate links which means that – at zero cost to you – I might earn a commission if you sign up or buy through the affiliate link. That said, I never recommend anything I don’t  believe is valuable

Free Robo-Advisor Trends Report from Top Experts

Get free report of top 11 robo-advisor trends

The robo-advisory field is upending the financial industry. Consumers benefit with low fees and low minimums for top-notch investment portfolios. You can get a professionally-managed investment portfolio for with no administrative fees at SoFi and Schwab with their  Intelligent Portfolios. Wealthfront and Vanguard Digital aren’t far behind with management fees below 0.25%.

The big investment houses -Vanguard, Schwab, Merrill and more – are jumping on the robo-advisor bandwagon as well. Not to be left behind, financial advisors are competing and adding their own robo-advisory platforms.

The robo-advisor industry is in its infancy. We invited some of the top experts in the field to weigh in on the current trends in the robo-advisor industry. Here’s a taste of some of the findings:

  • Artificial Intelligence is on its way to the robo-advisory industry.
  • Soon you’ll be able to get a robo-advisor that offers more diversified investment products.
  • You may be finding an Amazon or Google robo-advisor in the future.

In the year since this study was published, many of the robo-advisory predictions are coming true.

Number of Robo-Advisors is Exploding

During 2017, new robo advisors launched at record speed. Wells Fargo, Citizens Bank, Ally Bank (bought TradeKing Advisors), TIAA are a few of the big financial firms that joined the robo-advisory group. Additionally, Ellevest, a robo-advisor for women, came on the market with a huge splash this year.

Robo-Advisor Selection Wizard is Here!

Socially Conscious Investment Options With Robo-Advisors is Growing

Socially-conscious investing with a robo-advisor is growing in popularity. M1 Finance, Betterment and the sustainfolio are among the robo-advisors with impact investing options. Earthfolio and OpenInvest are other new impact investing robo-advisory apps on the market.

Read about: Impact Investing Robo-Advisors and Apps – Do Good and Build Wealth

The Hybrid Robo-Advisor is Popular

The hybrid model of robo-advisors which includes digital investing and human advisors is exploding as well. For example, there are individual financial advisors who are adding back-end robo-advisors. SigFig, SoFi and Vanguard Personal Advisor Services all offer financial advisor access.

Finally, here’s a handy reference list of 33 top robo-advisors. It’s certain they’ll be more coming along soon.

Curious about expert trends for the robo-advisory industry?

To receive outstanding free robo-advisor research:

Click here for your free downloadable copy of the Top 11 Robo-Advisor Trends.

Disclosure: Please note that this article may contain affiliate links which means that – at zero cost to you – I might earn a commission if you sign up or buy through the affiliate link. That said, I never recommend anything I don’t  believe is valuable.

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Barbara A. Friedberg, MBA, MS


Barbara Friedberg, MBA, MS brings decades of finance and investing experience to Robo-advisor Pros. She is a former investment portfolio manager and taught Finance and Investments at several universities. Barbara Friedberg's published work includes Personal Finance; An Encyclopedia of Modern Money Management (Greenwood Press), Invest and Beat the Pros-Create and Manage a Successful Investment Portfolio and How to Get Rich; Without Winning the Lottery. Follow her on twitter