In the Media
Top Stories
- Robo-Advisors Grow Up. How They Rank Now. (Barrons, Aug 12, 2024)
- Betterment Seeks Its Next Act. Plus, Ranking the Best Robo-Advisors (Barron’s, Aug 17, 2023)
- The Best Robo-Advisor for You: Barron’s Annual Ranking (Barron’s, Aug 5, 2022)
- Turmoil in the Robo-Advice Industry, Plus the Best Robo Platforms (AAII, Jun 2, 2023)
- What to Know About Robo-Advisors (Barron’s Live Podcasts, Aug 4, 2020)
- The Best Robo-Advisors Right Now: Barron’s Ranking (Barron’s, Aug 6, 2021)
- The Young Person’s Guide to Investing (The New York Times, Feb 11, 2020)
- Your Stock Trades Go Free but Your Cash Is in Chains (WSJ, Oct 4, 2019)
- Robos Look Beyond Investing (Barron’s, Jul 29, 2019)
- How’s Your ETF Portfolio Doing? Good Luck Finding Out (WSJ, Apr 7, 2019)
- Find the Best Robo Adviser for You (Kiplinger, Dec 23, 2020)
- The Top Robo Advisors: An Exclusive Ranking (Barron’s Cover Story, Jul 30, 2018)
- This Is The Best Robo-Advisor For Every Investor, From Beginner To Advanced (Money, Jul 9, 2018)
- Returns Vary Widely For Robo-Advisors With Similar Risk (CNBC, Sep 7, 2016)
Full Media Coverage Archive
2024
- What Vanguard and Robinhood Have in Common Might Surprise You (Barron’s, Dec 11, 2024)
- 10 Best Performing Robo-Advisors: Q3 2024 (Think Advisor, Nov 20, 2024)
- SoFi Partners With BlackRock to Expand Robo Platform (Ignites, Nov 13, 2024)
- Rick Wurster’s CEO tenure begins with a big RIA question: will he honor Bernie-tenure ‘pledge’ to keep custody free, or will he create a new, possibly better, pricing paradigm? (RIABiz, Oct 8, 2024)
- Schwab Shutting Down RIA Robo-Advisor (FA Magazine, Sep 25, 2024)
- Charles Schwab Corp. sets 2025 to shut down RIA robo-advisor, will stop onboarding RIA clients in November 2024, offering legacy TD Ameritrade software as replacement (RIABiz, Sep 24, 2024)
- Ameriprise Leans On Algos for Smoother Drawdowns (Ignites, Sep 19, 2024)
- Vanguard is finally flavoring its ‘vanilla’ robo-RIA with 99.7% lower minimum, a 25 basis-point ‘active’ version — and ‘personalized coaching,’ albeit provided by a robot (RIABiz, Sep 9, 2024)
- Vanguard Lowers Robo Minimum to $100 (Financial Advisor IQ, Sep 5, 2024)
- Vanguard Chops Robo Minimum to $100 (Ignites, Sep 5, 2024)
- Vanguard to Lower Asset Minimum for Digital Adviser Access (PLANADVISER, Sep 4, 2024)
- Vanguard Chops Robo-Advisor Minimum to $100 (ThinkAdvisor, Sep 4, 2024)
- By the Slice: Vanguard Robos to Offer Fractional Shares (Ignites, Aug 21, 2024)
- 10 Best Robo-Advisors: Q2 2024 (ThinkAdvisor, Aug 20, 2024)
- Fidelity Go logs best seven-year returns among robo-advisors: Report (Citywire, Aug 20, 2024)
- Robo-Advisors Grow Up. How They Rank Now. (Barrons, Aug 12, 2024)
- 7 Best Robo-Advisors (Money, Aug 5, 2024)
- Why This Little-Known Wall Street Revenue Stream Is Drying Up (The Daily Upside, Jul 22, 2024)
- Vanguard’s advice biz adds short-term planning services (CityWire, Jun 24, 2024)
- 2024 Robo-Advice Landscape: Industry Shifts and Leading Platforms (AAII, Jun 3, 2024)
- How High Interest Rates Turbocharged A Struggling Robo-Advisor (Forbes, Jun 3, 2024)
- Strongly Performing Robos Are ‘Modernized Mutual Funds’: Analyst (Ignites, May 28, 2024)
- The Robo Report(R) Edition 31 Covering the First Quarter of 2024 Has Been Released (Morningstar, May 22, 2024)
- Betterment has two of the best performing robo portfolios this year: Robo Report (Citywire RIA, May 22, 2024)
- Betterment Boosts Fees for Premium Services (Ignites, May 1, 2024)
- Will the Robo Survive? More Consolidation Seen Ahead (Ignites, Apr 24, 2024)
- Goldman to shutter robo-advisor Marcus Invest, sell clients to Betterment (Citywire, Apr 23, 2024)
- Goldman Sachs to Shutter Marcus Invest and Sell Robo-Advisor Accounts to Betterment (Barron’s, Apr 22, 2024)
- Merrill tops latest robo-advisor report (Citywire, Feb 26, 2024)
- What Is a Robo Advisor, and Do I Need One? (Buy Side from Wall Street Journal, Jan 26, 2024)
2023
- From SpongeBob to robos: Can Sarah Levy guide Betterment to an IPO? (Citywire, Dec 15, 2023)
- JPMorgan to Unplug Its Robo-Advisor, Citing Weak Demand (Think Advisor, Dec 14, 2023)
- JPMorgan shuttering robo-advisor citing low profits (FinancialPlanning, Dec 12, 2023)
- Pioneering Robo-Advisor Wealthfront Tops $50 Billion in Assets (Barron’s, Nov 16, 2023)
- Report: Alts Shops Are Missing Out on Self-Directed Investors (Ignites, Sep 14, 2023)
- Beware Hidden Math in Robo-Advisor Subscription Fees, SEC Warns (Financial Advisor IQ, Sep 11, 2023)
- SEC Cautions Investors to ‘Do the Math’ Before Signing Up for Subscription-Based Robo-Advisors (Barron’s, Sep 7, 2023)
- ETFs vs. Robo-Advisors: What’s the Difference? (Investopedia, Aug 30, 2023)
- 10 Best Robo-Advisors: Q2 2023 (ThinkAdvisor, Aug 22, 2023)
- Betterment Seeks Its Next Act. Plus, Ranking the Best Robo-Advisors (Barron’s, Aug 17, 2023)
- AI Better at Compliance Than Stock Picking: Analysts (Board IQ, Jun 27, 2023)
- Ranking the robos, with David Goldstone of Condor Capital Wealth Management (FinancialPlanning, Jun 21, 2023)
- AI Better Suited for Compliance Over Stock Picking: Analysts (Ignites, Jun 20, 2023)
- Wealthfront Introduces Automated Bond Portfolio (Investment News, Jun 8, 2023)
- Turmoil In The Robo-Advice Industry, Plus The Best Robo Platforms (AAII, Jun 2, 2023)
- Robos from Fidelity, Wealthfront Get High Marks Despite Down Year (Financial Advisor IQ, May 24, 2023)
- Ritholtz Wealth files for new robo-advisor (Investment News, May 24, 2023)
- 10 Best Performing Robos In A Rocky Year (Think Advisor, May 19, 2023)
- Over A Difficult Year, These Robo-Advisors Performed The Best (Investment News, May 18, 2023)
- Fidelity Go to Add Glide Path-Like Feature (Ignites, May 15, 2023)
- Victory to Roll Out Robo (Ignites, May 8, 2023)
- Betterment to Pay $9M SEC Fine for Tax Loss Harvesting Misstatements (Think Advisor, Apr 18, 2023)
- BlackRock Sells FutureAdvisor Robo Biz To Ritholtz Wealth Management: Wealthtech Weekly (Financial Planning, Mar 1, 2023)
- Ritholtz Wealth to Scoop Up BlackRock’s Discontinued Robo Biz (Financial Advisor IQ, Mar 2, 2023)
- Does BlackRock’s Sale Of FutureAdvisor To Ritholtz Deal Death Blow To Robos? (Think Advisor, Mar 1, 2023)
- BlackRock Sells Robo-Advisor To Ritholtz Wealth Management: Report (Bezinga, Feb 28, 2023)
- BlackRock Closes FutureAdvisor’s Retail Business, Moves Clients To Ritholtz Wealth (Investment News, Feb 28, 2023)
- BlackRock Sells FutureAdvisor’s Direct-To-Consumer Business To Ritholtz (Wealth Management, Feb 28, 2023)
- BlackRock Just Sold Its Robo-Advisor To The Wealth Firm Ritholtz Wealth Management (Business Insider, Feb 28, 2023)
- Controversial Cash Allocations In Schwab’s Robo Protected Clients In 2022 (Investment News, Feb 22, 2023)
- Wealthfront, SoFi And Fidelity Top Latest Robo-Advisor Rankings (Financial Planning, Feb 22, 2023)
- Betterment Lays Off 28 Staffers (Ignites, Feb 21, 2023)
- 10 Best Robo-Advisors: Q4 2022 (Think Advisor, Feb 21, 2023)
- Betterment Layoffs Signal ‘Razor-Thin Margins’ (Financial Planning, Feb 17, 2023)
- Sarah Levy Makes Second Unpopular Decision At Betterment In Two Months After Showing Forbearance Her First Two Years As CEO (RIABiz, Feb 17, 2023)
- Betterment Lays Off 28 Employees (Wealth Management, Feb 16, 2023)
- Betterment Laying Off 28 Employees (Think Advisor, Feb 16, 2023)
- Betterment Lays Off 28 As Fintechs Continue To Feel The Pinch (Investment News, Feb 16, 2023)
- Betterment To Lay Off 28, Close Philadelphia Office (Citywire, Feb 16, 2023)
- Wealthfront, SoFi, Merrill Offer Best Robos: Report (Financial Advisor IQ, Feb 24, 2023)
- Fintech Bytes: TD Ameritrade Updates Trading Software, Vanguard Enhances Robo (Investment News, Feb 3, 2023)
- Morgan Stanley to Add Fractional Shares to Legacy Robo (Ignites, Jan 25, 2023)
- How To Pick The Best Robo Advisor For You (Kiplinger, Jan 25, 2023)
- Schwab Robo Clients Receive $52 Million For Allocation Disclosure Failures (FA Magazine, Jan 18, 2023)
- Schwab Sends Settlement Checks To Robo-Advisor Clients (Think Advisor, Jan 17, 2023)
- Wealthfront Pounces After Betterment Jacks Up Prices On Small Investors, But Betterment Claims Last Laugh — ‘Thousands’ Of New Customers, It Says (RIABiz, Jan 9, 2023)
2022
- Morgan Stanley Acquires Assets Of Defunct Robo-Advisor Blooom (FA Magazine, Dec 8, 2022)
- Robo Buy May Bolster Morgan Stanley’s Retirement Biz (Ignites, Dec 5, 2022)
- UBS Americas Head to Lead US Digital Expansion (Ignites, Dec 5, 2022)
- Pacer Taps Fintech to Launch Robo for Advisors (Ignites, Nov 22, 2022)
- Vanguard Adds Tax-Loss Harvesting to Robos (Ignites, Nov 21, 2022)
- Top 10 Robo-Advisor Performers Vs. Benchmarks YTD (Think Advisor, Nov 18, 2022)
- Betterment Raises Fees On Small Investors (Investment News, Nov 18, 2022)
- Robo-Advisors Don’t Want To Be Judged On Their Crypto Advice (Axios, Oct 18, 2022)
- Fidelity, Morgan Stanley Consolidate Robo-Advisor Units (FA Magazine, Oct 17, 2022)
- Betterment Launches 4 Crypto Portfolios (ThinkAdvisor, Oct 12, 2022)
- Betterment Introduces Crypto Offering With A Quartet Of Customized Portfolios (FinancialPlanning, Oct 12, 2022)
- Betterment’s Crypto Portfolios Include Allocations To Dogecoin (Investment News, Oct 12, 2022)
- E*Trade Robo to Absorb Morgan Stanley’s (Ignites, Oct 4, 2022)
- Morgan Stanley To Consolidate Its Robo Into E*Trade (Financial Advisor IQ, Oct 4, 2022)
- Fidelity Will Merge Its Robo-Advisor Offerings (Barron’s, Sep 23, 2022)
- Fidelity to Consolidate Robos (Ignites, Sep 22, 2022)
- Regulators Appear To Be Growing Increasingly Wary Of Banks And Fintech Startups Getting Too Cozy (TechCrunch, Sep 11, 2022)
- UBS Scrapped Wealthfront Deal. Where Does That Leave Its Digital Strategy? (Barron’s, Sep 7, 2022)
- SRI Robos Are Pricier – But Not Much More Sustainable (Ignites, Aug 23, 2022)
- 10 Best Robo-Advisors: Q2 2022 (ThinkAdvisor, Aug 15, 2022)
- SoFi, Wealthfront And Fidelity Top Best Robo-Advisors List Of 2022 (Financial Planning, Aug 15, 2022)
- Wealthfront Tops Ranking Of Robos Amid 2022 Volatility (Investment News, Aug 15, 2022)
- The Best Robo-Advisor For You: Barron’s Annual Ranking (Barron’s, Aug 5, 2022)
- Betterment, the investing startup that had Wall Street playing catch-up, is turning away from its robo-advice roots in search of stability (Business Insider, Aug 1, 2022)
- What Is A Robo Advisor, And Do I Need One? (Wall Street Journal , Jul 30, 2022)
- Betterment Changed Investing. A Decade On, The Startup Is Moving Away From Its Robo-Advice Roots As It Faces More Competition Than Ever. (Business Insider, Jul 29, 2022)
- Goldman Removes Minimum from Marcus Robo (Ignites, Jul 1, 2022)
- How To Use Your Losing Stock Positions To Lower Your Tax Bill (Bloomberg, Jun 17, 2022)
- Robos Should Be Wary of SEC Scrutiny: Lawyers (Ignites, Jun 14, 2022)
- SEC: Charles Schwab To Pay $187 Million Over Robo-Advisor Cash Allocations (Barron’s, Jun 13, 2022)
- 10 Best Robo Advisors Of 2022 (US News, Jul 12, 2022)
- Best Robo Advisors Of 2022 (Wall Street Journal, Jul 7, 2022)
- Wall Street And The Problem Of “Way Too Many Publicly Traded Fintechs” (CNBC, Jun 2, 2022)
- Gauging The Current Robo-Advisers On Features & Returns (AAII, Jun 1, 2022)
- Branding Wealth Management For The Averagely Affluent (The Washington Post, Apr 25, 2022)
- Vanguard, Betterment Top New Ranking Of Robo-Advisers (Bloomberg Wealth, Apr 1, 2022)
- Vanguard, Betterment Top New Ranking Of Robo-Advisers (Wealth Management, Apr 1, 2022)
- Vanguard, Betterment Top New Ranking Of Robo-Advisors (Financial Advisor, Apr 1, 2022)
- Robo-Advisors Changed Investing. But Can They Survive Independently? (Barron’s, Feb 18, 2022)
- UBS To Buy Wealthfront In $1.4B US Wealth-Management Push (Banking Dive, Jan 27, 2022)
- What Wealthfront’s $1.4bn Sale To UBS Means For Advisors (Citywire, Jan 27, 2022)
- Robo-Advisor Dream Of Disrupting Wall Street Wealth Is Not Working Out Exactly As Planned (CNBC, Jan 27, 2022)
- Why A Bank For The Super Rich Is Taking Aim At The Younger Merely Rich (Bloomberg Quint, Jan 27, 2022)
- Six Lingering Questions Following UBS’s Blockbuster Purchase Of Wealthfront (FinancialPlanning, Jan 27, 2022)
- Why A Bank For The Super Rich Is Taking Aim At The Younger Merely Rich (Bloomberg, Jan 26, 2022)
- Robo-Advisors Are Growing In Popularity. Can They Really Replace A Human Financial Advisor? (CNBC, Jan 16, 2022)
2021
- Find The Right Robo Adviser For You (Kiplinger, Dec 24, 2021)
- Santander To Launch An ETF Robo-Adviser With SigFig (California News Times, Dec 8, 2021)
- TD Bank Basks In The Glow Of Schwab’s $100 Million TD Ameritrade Marketing Spend As It Hires 350 Advisors And Launches Competing Robo Using Same Branding (RIABiz, Dec 1, 2021)
- Best & Worst Performing Robo-Advisors Over The Past 5 Years (ThinkAdvisor, Nov 24, 2021)
- 2021’S Top Robo-Advisor Portfolio Has Lagged In The Long Run (Citywire IRA, Nov 18, 2021)
- Three Robo-Advisors Outperform Amid Inflationary Pressures (Barron’s, Nov 18, 2021)
- 21st Edition Of The Robo Report(R) Released Today, Inflation-Prepared Robo Advisors Thrive (Yahoo Finance, Nov 17, 2021)
- Acorns Hires First CIO, Pushes Further into Wealth Market (Financial Advisor IQ, Oct 14, 2021)
- Where Do FAs Fit Amid Growing Robo-Advisor Market? (Financial Advisor IQ, Oct 7, 2021)
- #8 Where Do FAs Fit Amid Growing Robo-Advisor Market? (10-07-2021) (Financial Advisor IQ, Oct 7, 2021)
- Despite A 10x Spike In AUM Over The Last Several Years, Betterment’s Valuation Has Been Slow To Grow (Citywire, Sep 30, 2021)
- Best Robo-Advisors Of 2021 (Forbes Advisor, Sep 23, 2021)
- Legal Woes Grow For Schwab Robo Advisor With New Class Action Lawsuit (Financial Planning, Sep 14, 2021)
- Schwab Sued Over Robo Cash Sweep (Ignites – Financial Times, Sep 14, 2021)
- Schwab Hit With Class-Action Complaint Over Cash Sweep (Investment News, Sep 13, 2021)
- Schwab Hit With Class Action Claim Over Robo Cash Sweeps (AdvisorHub, Sep 13, 2021)
- Vanguard Robo-Adviser To Offer Active Mutual Funds (Investment News, Aug 30, 2021)
- The Best Robo-Advisors In 7 Categories (ThinkAdvisor, Aug 20, 2021)
- E*TRADE Earns A Top Robo-Advisor Ranking From Barron’s & Backend Benchmarking (Business Wire, Aug 19, 2021)
- How Much Does Schwab’s Cash Sweep Really Cost Clients? (Investment News, Aug 18, 2021)
- Robo Ranking: The Best In FA Access, Financial Planning, Costs And More (Financial Advisor IQ, Aug 16, 2021)
- Schwab’s Heavy Cash Allocation Is Costing Its Robo Clients (Barron’s, Aug 13, 2021)
- Report: Schwab’s Cash Strategy Costs Investors—And Itself—Millions (Wealth Management, Aug 12, 2021)
- Schwab Robo’s High Cash Holdings Have Proven Costly For Clients — And Schwab: Report (Citywire, Aug 12, 2021)
- Robos Expanding, Not Cannibalizing, FA Client Base (Financial Advisor IQ, Aug 6, 2021)
- The Best Robo-Advisors Right Now: Barron’s Ranking (Barron’s, Aug 6, 2021)
- Crypto Demand From Millennials Poses Big Test For Robo-Advisors (Financial Advisor, Jul 12, 2021)
- Crypto Demand From Millennials Poses Big Test For Robo-Advisors (Bloomberg, Jul 9, 2021)
- Schwab’s $200 Million Charge Puts Scrutiny On Robo-Advising (Financial Advisor, Jul 6, 2021)
- Charles Schwab Discloses SEC Probe. The Stock Is Down. (Barron’s, Jul 2, 2021)
- Schwab’s $200 Million Charge Puts Scrutiny On Robo-Advising (Bloomberg, Jul 2, 2021)
- Schwab Faces $200m Hit Over SEC Probe Into Robo Disclosures (Citywire, Jul 2, 2021)
- The SEC’s Probe Into Charles Schwab’s Robo-Advisor Is An Early Glimpse Of The Regulator’s Fintech Crackdown (Business Insider, Jul 2, 2021)
- Why My Support For Robo-Advisors Is Waning (Barron’s, Jun 11, 2021)
- Olympian Apolo Ohno Joins Personal Capital Wellness Campaign (Investment News, Jun 7, 2021)
- Robo Showdown: Investors Are Setting Up Multiple Robo-Advisors Just To Watch Them Fight (The Wealth Advisor, Jun 3, 2021)
- Robo Showdown: Investors Are Setting Up Multiple Robo-Advisors Just To Watch Them Fight (Money, Jun 2, 2021)
- Robo-Adviser 2021 Innovations And Performance Drivers (AAII, Jun 1, 2021)
- Pandemic Fuels Rapid Growth For Robo-Advisers: Report (Investment News, May 18, 2021)
- Schwab Robo Shines In Q1 With 6.4% Return (Citywire, May 13, 2021)
- Wealthfront Gives Investors More Choice In Funds, Hints At Crypto (Wealth Managment, Apr 28, 2021)
- Betterment Had Record-Breaking Q1 (ThinkAdvisor, Apr 23, 2021)
- Comparing Hybrid Financial Advisors: Vanguard Vs. Schwab Vs. Fidelity (Clark.Com, Apr 19, 2021)
- Schwab Intelligent Portfolios Premium Review (Clark.Com, Apr 5, 2021)
- Merrill Guided Investing Slashes Minimum By 80% (ThinkAdvisor, Mar 26, 2021)
- Top 5 Largest Robo-Advisers By AUM (Investment News, Mar 23, 2021)
- Vanguard Personal Advisor Services Review (Clark.Com, Mar 22, 2021)
- Investment And Social Security News For Financial Advisers (The Street, Mar 19, 2021)
- Online Brokerage EToro To Go Public Via SPAC (Investment News, Mar 17, 2021)
- The Two Worst Mistakes Advisors Make When Hiring A TAMP (Advisor Perspectives, Mar 15, 2021)
- Taking On Schwab, Robinhood And Wealthfront, VCs Keep Throwing Cash — Now $153 Million — At M1 Finance That It Doesn’t Need To Burn | RIABiz (RIABiz, Mar 15, 2021)
- Digital Financial Firm SoFi Buys A Bank, Seeks National Bank Charter (ThinkAdvisor, Mar 10, 2021)
- Betterment Acquires Wealthsimple’s US Accounts (Investment News, Mar 4, 2021)
- Betterment Acquires Wealthsimple’s U.S. Customers (ThinkAdvisor, Mar 4, 2021)
- Betterment Now A Robo Roll-Up With Canadian IPO As Catalyst (RIABiz, Mar 4, 2021)
- Betterment Buys Canadian Robo’s U.S. Book Of Business (Financial Planning, Mar 4, 2021)
- Stash Enters Robo-Advice With Smart Portfolio (Investment News, Mar 4, 2021)
- 7 Best Robo-Advisors Of March 2021 (Money, Mar 1, 2021)
- The 15 Best Robo Advisors (Financial Planning, Feb 24, 2021)
- Goldman Sachs Adds ‘Vanilla’ Robo (RIABiz, Feb 18, 2021)
- Meet Goldman’s Robo-Adviser Marcus Invest — Finally (Investment News, Feb 17, 2021)
- Goldman Unleashes Digital Investment Platform For The Masses (ThinkAdvisor, Feb 17, 2021)
- Goldman’s New Robo Advisor Faces Uphill Climb: Can It Attract Small Investors? (Financial Planning, Feb 16, 2021)
Goldman Sachs Launches Marcus Invest. It’s Wealth Management For The Little Guy. (Barron’s, Feb 16, 2021) - Elevating Wealth For Women (Investment News, Feb 8, 2021)
- Will Walmart Offer Wealth Management Products? (Investment News, Jan 13, 2021)
- Death Of Plaid, Visa Mega Deal Could Be Good News For Advisors (Wealth Management, Jan 13, 2021)
- SoFi Plans To Go Public Via SPAC (Think Advisor, Jan 11, 2021)
2020
- Find The Best Robo Adviser For You (Kiplinger, Dec 23, 2020)
- Goldman Sachs Readies Digi Investment Offering (Think Advisor, Dec 22, 2020)
- Betterment Has A New CEO. Industry Experts Lay Out The Challenges The Former ViacomCBS Exec Needs To Overcome As Its Competition Intensifies. (Business Insider, Dec 15, 2020)
- Franklin Templeton Partners To Launch New Robo-Adviser Tango (Investment News, Dec 15, 2020)
- 10 Best Robo Advisors Of 2020 (US News And World Report, Dec 14, 2020)
- Franklin Templeton To Launch White-Label Robo Tool (Citywire, Dec 10, 2020)
- Betterment CEO Jon Stein Steps Down As CEO (Investment News, Dec 9, 2020)
- Betterment Founder Steps Down As CEO, Succeeded By Viacom Executive (Financial Planning, Dec 9, 2020)
- Betterment CEO And Founder Jon Stein Resigns (ThinkAdvisor, Dec 9, 2020)
- Merrill to Offer Retirement-Focused ‘Digital Offering’ (Financial Advisor IQ, Dec 3, 2020)
- Merrill To Launch Robo-Like Retirement Product (Ignites – Financial Times, Dec 2, 2020)
- How Women-Led Fintechs Are Combating The Gender Wealth Gap (Investment News, Dec 1, 2020)
- What BlackRock’s Latest Deal Means For Rivals, Advisors (ThinkAdvisor, Nov 24, 2020)
- Robo Advisors: Best And Worst Returns Over 4 Years (Financial Planning, Nov 23, 2020)
- Free Financial Planning Apps Enter The Equation (Investment News, Nov 16, 2020)
- Schwab Vs. Fidelity: Who’s Winning The Robo Race? (ThinkAdvisor, Nov 9, 2020)
- Free Offerings Are Helping Robos Bring Clients In The Door: Report (Citywire, Nov 6, 2020)
- Why Robo-Advice Benefits From Free Financial Planning (Investment News, Nov 6, 2020)
- Wealthsimple’s $87 Million Round Makes It The Latest Tech Unicorn (Investment News, Oct 20, 2020)
- TGIF: SoFi Launches ‘Another Creative’ ETF (Wealth Management, Oct 7, 2020)
- Voya Trims Fees On Robo’s Vanguard Portfolios (Ignites – Financial Times, Oct 2, 2020)
- Betterment Adds Another Perk For Retail Clients (ThinkAdvisor, Sep 18, 2020)
- Move Over AppleCare — Betterment Now Offers Cellphone Insurance (Investment News, Sep 17, 2020)
- 10 Best Robo Advisors Of 2020 (US News And World Report, Sep 15, 2020)
- Charlie Kroll Started The Women-Focused Robo-Advisor Alongside Sallie Krawcheck In 2014. (Citywire, Sep 11, 2020)
- Roboadvisers Make Slow Progress Gaining Ground With Investors (Financial Times, Sep 9, 2020)
- Robos Have Attention. But Not Enough Of It: Report (Ignites – Financial Times, Sep 4, 2020)
- Inside JPMorgan’s Strategy To Hire Hundreds Of Remote Advisers (Investment News, Sep 4, 2020)
- Wealthfront Wants To Be Known As ‘Nextgen Banking Service’ (Wealth Management, Sep 2, 2020)
- Wealthfront’s New Autopilot Service More Competitive With Banks Than Advisors (ThinkAdvisor, Sep 2, 2020)
- Wealthfront Introduces Automated Savings Service (Citywire, Sep 2, 2020)
- Betterment Launches New 401(K) Program (Ignites – Financial Times, Aug 24, 2020)
- Tax-Loss Harvesting During Market Turmoil: Who Did It, Who Didn’t (ThinkAdvisor, Aug 24, 2020)
- Schwab Launches Free Financial Planning Tool (Investment News, Aug 21, 2020)
- Here’s How Much Value Personal Capital’s Robo Business Added (Citywire, Aug 21, 2020)
- Betterment Rolls Out 401(K) Plans For Advisers (Investment News, Aug 21, 2020)
- Robos Lag Behind Nasdaq Composite in Q2, In Line with S&P 500 (Financial Advisor IQ, Aug 13, 2020)
- TD Ameritrade Adds Fractional ETF Trading To Robos (Ignites – Financial Times, Aug 11, 2020)
- Fidelity Loses Top Slot: Q2 Robo Report (ThinkAdvisor, Aug 11, 2020)
- Robo Advisors Perform Well During COVID-19 Volatility, According To New Robo Report(TM) (Yahoo Finance, Aug 11, 2020)
- Robo-Adviser Accounts Surge During Pandemic: Report (Investment News, Aug 10, 2020)
- Podcast: What To Know About Robo-Advisors (Barron’s Live, August 4, 2020)
- “SigFig Tops Robo Ranking (Ignites – Financial Times, Aug 3, 2020)”
- Robo-Advisors Thrived Amid The Covid-19 Volatility. Here’s Barron’s Latest Robo Ranking. (Barron’s, Jul 31, 2020)
- Retirement Saving No Longer An Option For Hancock’s Twin (Ignites – Financial Times, Jul 10, 2020)
- Fidelity Go Will Be Free For Low-Balance Investors (Ignites – Financial Times, Jul 8, 2020)
- Week’s Best: Empower Retirement’s $1 Billion Deal (Barron’s, Jul 6, 2020)
- Empower’s $1B Robo Buy Pushes Firm Beyond Retirement (Ignites – Financial Times, Jun 30, 2020)
- Empower To Pay Up To $1B For Personal Capital (Ignites – Financial Times, Jun 29, 2020)
- The Robo-Adviser That Shorted The Market And Won (Investment News, Jun 22, 2020)
- Perspective On Robo Advisor Performance (Advisor Perspectives, Jun 16, 2020)
- Coronavirus Returns For Robo-Advisers Expose Differences (AAII, Jun 1, 2020)
- The Lockdown Has Been Good For Automated Advice (Investment News, May 28, 2020)
- In Their First Bear Market, Robo Advisor SRI Portfolios Outperform (Financial Planning, May 26, 2020)
- Acorns To Roll Out Accounts For Children (Ignites – Financial Times, May 21, 2020)
- Goldman Sachs To Acquire RIA Custodian Folio Investing (FA Magazine, May 15, 2020)
- Goldman Sachs To Buy Folio, Gaining Greater Access To RIA Channel (Financial Planning, May 14, 2020)
- Goldman Sachs To Acquire Folio Financial (Wealth Management, May 14, 2020)
- Are Robo-Advisors With No Hedging Gear, Suitable For The 21st Century? (Daily Fintech, May 12, 2020)
- SigFig Makes Unconventional Hire To Grow Its Robo Platform (Financial Planning, May 11, 2020)
- Why Some Robo-Advisors Outperformed In Q1: Report (Think Advisor, May 8, 2020)
- Vanguard Enhances Digital-Only Robo For More Customization (Financial Advisor IQ, May 7, 2020)
- Vanguard To Use Data To Personalize Digital-Only Robo (Ignites – Financial Times, May 6, 2020)
- Robo-Advisors’ Q1 Performance Shows Strength In SRI Investing (Financial Advisor IQ, May 6, 2020)
- How Robo-Advisors Fared During The Coronavirus Crash (Citywire, May 5, 2020)
- The Tumultuous First Quarter Weighed On Robo-Advisor Portfolios, Too (FA Magazine, May 4, 2020)
- RIA Reads: The Uncanny Advisor And The Vendetta-Shaped Recovery (RIA Reads, Apr 30, 2020)
- Principal’s Robo Rolls Out Financial Wellness Tool (Ignites – Financial Times, Apr 24, 2020)
- Thematic Brokerage Platform Motif Calls It Quits (Barron’s, Apr 21, 2020)
- Robo-Advisors Kept Investors Calm During Tumult—With Help From Humans At Times (Barron’s, Apr 19, 2020)
- Motif, Thematic Brokerage Platform, To Close (Wealth Management, Apr 18, 2020)
- How AI Is Expanding The Applications Of Robo Advisory (Forbes, Apr 18, 2020)
- Wells Fargo Cuts Fee, Minimum For Its Robo-Advisory Service (Think Advisor, Apr 17, 2020)
- Wells Fargo Drops Robo Advisor Price, Putting Pressure On Competitors (Financial Planning, Apr 16, 2020)
- UBS Raises Robo-Advisor Fees For FA Clients (Financial Advisor IQ, Apr 16, 2020)
- This Housing-Market Gauge Just Posted Its Greatest Percentage Drop Ever (Barron’s, Apr 15, 2020)
- Outcome-Driven Policies, Factor Risk Minimization Insulate Retirement Plan Participants In Volatile Markets (Businesswire, Apr 15, 2020)
- UBS Hikes Robo Fees For Clients Who Use FAs (Ignites – Financial Times, Apr 15, 2020)
- Wells Fargo Cuts Fees, Minimums For Robo-Investor Service (Ignites – Financial Times, Apr 13, 2020)
- Wells Fargo Takes Ax To Robo-Advisor Fee (Barron’s, Apr 13, 2020)
- UBS Robo Customers Serviced By FAs Get 66% Fee Hike (AdvisorHub, Apr 8, 2020)
- Wells Fargo’s Robo Slashes Fee, Minimum (Ignites – Financial Times, Apr 3, 2020)
- Vanguard Moves Ahead With Digital-Only Robo-Advisor (Barron’s, Mar 25, 2020)
- Market Meltdown Or Not, Vanguard Rolls Out Robo (Ignites – Financial Times, Mar 24, 2020)
- Vanguard Moving Forward With New Robo-Adviser (Investment News, Mar 24, 2020)
- Robo Advisors’ Prime Directive: Be Everything To Everyone (Wealth Professional, Mar 11, 2020)
- TD Ameritrade Robo-Advisers Captured Upside During Coronavirus Sell-Off (ETF Trends, Mar 9, 2020)
- Robo Advisers Keep Adding On Services (Wall Street Journal, Mar 8, 2020)
- Betterment Surpasses $22 Billion AUM In 500,000 User Accounts (Investment News, Mar 6, 2020)
- How Robo-Advisers Performed During Coronavirus Sell-Off (Investment News, Mar 5, 2020)
- The Young Person’s Guide To Investing (The New York Times, Feb 11, 2020)
- Robos Are Now Everywhere, Luring Away Your Future Clients (ThinkAdvisor, Feb 7, 2020)
- This Is The Best Robo Advisor For New Investors (CNBC, Feb 6, 2020)
- Schwab And TD Robos Improve, But Integration Questions Loom (Citywire, Feb 6, 2020)
- Report: Schwab’s Digital Planning ‘On Par’ With Robo Pioneers (Wealth Management, Feb 5, 2020)
- Backend Benchmarking Publishes 14th Edition Of Robo Report(TM) And 4th Edition Of Robo Ranking(TM) (Yahoo Finance, Feb 5, 2020)
- Robo Advice: Citi Enters The Fray (Wealth Management, Feb 4, 2020)
- Citigroup Joins The Big 6 With Its Robo-Advisor, It Will Be Free For Some Customers (Coin Speaker, Jan 31, 2020)
- Citi Partners With Invesco’s Jemstep To Launch Robo-Adviser (Investment News, Jan 30, 2020)
- Why Citi’s Robo Is ‘Late To The Game’ (Financial Planning, Jan 30, 2020)
- CitiGroup Launches Robo-Advisor (ThinkAdvisor, Jan 30, 2020)
- More Consolidation Coming In Online Brokerage Market (Investment News, Jan 13, 2020)
2019
- Which Robo Advisor Is Right For You? (Kiplinger, Dec 23, 2019)
- More Pressure On Advisors: Schwab’s Latest Retail Offering, Automated Decumulation (Wealth Management, Dec 20, 2019)
- Schwab’s New Income Tool Takes Aim At ‘High-Cost’ Providers (Citywire, Dec 19, 2019)
- Why Are RIAs Shying Away From Robo-Advisors? (Citywire, Dec 13, 2019)
- JP Morgan Shakes Up Wealth Management Unit (Citywire, Dec 12, 2019)
- Wealthfront Adds Mortgages To Its Banking Ambitions (Financial Planning, Dec 4, 2019)
- A Curious Consequence Of Robo Integration (Wealth Management, Nov 27, 2019)
- JPMorgan Chase Seeks Mass Appeal With Robo Advisor (Wealth Management, Nov 22, 2019)
- Robo-Advisors’ Do-Good Portfolios Do Better (Wall Street Journal, Nov 6, 2019)
- Robo-Advisors’ Do-Good Portfolios Do Better (Barron’s, Nov 5, 2019)
- SRI Portfolios At 4 Robo-Advisors Top Traditional Portfolios: Q3 Report (ThinkAdvisor, Nov 5, 2019)
- SRI Robo Portfolios Outperform Peers: Report (Ignites – Financial Times, Nov 4, 2019)
- Robo Advisors SRI Portfolios Outperform Traditional Investing Styles (Investment News, Nov 4, 2019)
- Does The Investment Performance Of Robo Advisors Matter? (Advisor Perspectives, Nov 1, 2019)
- The Best Robo Advisors Of 2020 (Yahoo Finance, Oct 17, 2019)
- The Best Robo Advisors Of 2019 (US News And World Report, Oct 17, 2019)
- Your Stock Trades Go Free But Your Cash Is In Chains (Wall Street Journal, Oct 2, 2019)
- SoFi Refunds Investors Hit By Capital Gains From Proprietary ETFs (ETF Trends, Sep 25, 2019)
- SoFi Pays Customers For Unexpected Tax Hit (Wall Street Journal, Sep 24, 2019)
- SoFi Refunds Investors For Tax Hit Caused By Proprietary ETFs (Investment News, Sep 23, 2019)
- Robo-Advisors 2019: Still Waiting For The Revolution (Investopedia, Sep 23, 2019)
- Vanguard’s New Digital-Only Robo Seen As Shot Across the Bow of Schwab (Financial Advisor IQ, Sep 20, 2019)
- Vanguard Preparing To Offer Digital-Only Robo-Advisor (Think Advisor, Sep 19, 2019)
- Vanguard Pilots New Robo Offering (Wealth Management, Sep 18, 2019)
- Vanguard’s Planned Robo Poised To Shake Up Automated Investing (Financial Planning, Sep 18, 2019)
- Vanguard Pilots Digital-Only Financial Planning And Advice Product (Investment News, Sep 18, 2019)
- Ally’s No Free Robo Takes A Play From Schwab’s Playbook (Financial Planning, Sep 18, 2019)
- Wealthfront’s Assets Have Almost Doubled This Year (ThinkAdvisor, Sep 11, 2019)
- Enter The Robos (Advisor Magazine, Sep 3, 2019)
- Week’s Best: Fidelity, Vanguard Take Robo Gold And Silver (Barron’s, Aug 26, 2019)
- Fidelity, Vanguard At Top Of Robo Heap — Barrons.Com (Wall Street Journal, Aug 22, 2019)
- Fidelity’s Robo-Advisor Ranked As Nation’s Best (Financial Advisor, Aug 22, 2019)
- Fidelity Bumps Vanguard As Top-Rated Rob (Ignites – Financial Times, Aug 21, 2019)
- Robos Cutting Rates On Savings Accounts, Adding SRI Portfolios (ThinkAdvisor, Aug 21, 2019)
- Acquisitions And Closures Means Fewer Robos (ThinkAdvisor, Aug 21, 2019)
- Fidelity, Vanguard At Top Robo Heap (Barron’s, Aug 20, 2019)
- The Best Robo-Advisors For Different Investors (Investment News, Aug 20, 2019)
- Backend Benchmarking: Fidelity Go Remains Top Overall Robo (Wealth Management, Aug 19, 2019)
- Schwab Hybrid Robo Sees Early Success With Subscription Pricing (Investment News, Aug 19, 2019)
- 10 Fastest-Growing Robo Advisors (Ignites – Financial Times, Aug 16, 2019)
- Interest Rates Are Falling On Even The Most Generous Savings Accounts. Blame The Fed (Barron’s, Aug 14, 2019)
- Robos Look Beyond Investing (Barron’s, Jul 29, 2019)
- PacLife Pulls The Plug On ESG Robo (Ignites – Financial Times, Jul 29, 2019)
- Robo Advisors Are Still Hot. Here’s How Their Portfolios Are Producing (Barron’s, Jul 26, 2019)
- Swell Investing, Pacific Life’s Green Investing Platform, To Close (Wealth Management, Jul 25, 2019)
- Another Robo-Advisor Bites The Dust (ThinkAdvisor, Jul 25, 2019)
- Betterment Escalates Robo Battle With New 2.69 Percent Interest Rate (Investment News, Jul 23, 2019)
- Betterment Moves Into Banking (ThinkAdvisor, Jul 23, 2019)
- Beyond Robo: How Will Asset Managers Navigate The Future Of Digital Advice? (Fund Intelligence, Jul 11, 2019)
- JPMorgan Chase Goes Robo, With Fee Twist (Barron’s, Jul 11, 2019)
- JPMorgan Has Entered A Crowded Field Of Robo Advisors. Here’s How Its Fees Stack Up (Barron’s, Jul 11, 2019)
- Personal Capital Latest Digital Adviser To Offer High-Yield Cash Accounts (Investment News, Jun 11, 2019)
- J.P. Morgan Reveals Robo Pricing, Preps Launch (Ignites – Financial Times, Jun 3, 2019)
- Merrill Lynch Adding Human Advisers To Guided Investing Robo (Investment News, Jun 3, 2019)
- Robo-Advisers Expand Services And Experience Some Growing Pains (AAII, Jun 1, 2019)
- Melinda Gates Is Funding This Wall Street Rebel Who Is Teaching Women To Invest And Stick It To The Banks (CNBC, May 23, 2019)
- Robo Advisor Performance For Q1 2019 Available For Advisors (Financial Advisor IQ – ThinkTank, May 7, 2019)
- SoFi’s Fund Swap Debacle Overshadows Strong Quarter For Robos (WealthManagement, Apr 26, 2019)
- The Next Frontier Robo-Advisors Are Attacking (ThinkAdvisor, Apr 26, 2019)
- Fintechs Find New Focus Helping Clients With Cash Management (Investment News, Apr 26, 2019)
- Robo Researcher Claims SoFi Trades Triggered Capital Gains Tax Hit (Investment News, Apr 26, 2019)
- For Some SoFi Clients, No-Fee ETFs Have A Cost (Barron’s, Apr 23, 2019)
- SoFi ETF Investors Pay No Fees, But Face Steep Taxes (Ignites – Financial Times, Apr 22, 2019)
- SoFi’s No-Fee ETF Launch Saddles Some Customers With Tax Bills (WSJ, Apr 19, 2019)
- Fidelity To Add Human Element To Robo Service (Ignites – Financial Times, Apr 15, 2019)
- Beware The Bold Claims Of Tax-Loss Harvesting (WSJ, Apr 13, 2019)
- Why There’s No Telling Who’s Winning In ETF Portfolios (Wealth Professional (CA), Apr 12, 2019)
- Vanguard Wants PAS Off Robo Rankings (Ignites – Financial Times, Apr 9, 2019)
- How’s Your ETF Portfolio Doing? Good Luck Finding Out (WSJ, Apr 7, 2019)
- Schwab Switches Up Pricing On Robo Service (Ignites – Financial Times, Mar 29, 2019)
- Why Schwab’s New Pricing Plan Is A Big Deal (ThinkAdvisor, Mar 28, 2019)
- TD Ameritrade Tax Harvesting Hiccup Highlights Robo Risks (Ignites – Financial Times, Mar 21, 2019)
- Stash Rewards Shoppers With Stocks And ETFs Instead Of Points (ThinkAdvisor, Mar 14, 2019)
- SigFig, Schwab, WiseBanyan Lead Robo Performance Race: Study (Ignites – Financial Times, Mar 1, 2019)
- Fidelity Go Takes Top Spot In Rankings Of Robo Advisors (Forbes, Feb 26, 2019)
- The Best Performing Robo-Advisors Of 2018 (ThinkAdvisor, Feb 22, 2019)
- SoFi Now Offering No-Fee Brokerage For Stock And ETF Trades (ThinkAdvisor, Feb 21, 2019)
- SigFig Takes The Crown In Three-Year Returns, But Caveats Apply (Wealth Management, Feb 19, 2019)
- Three Year Performance Numbers Available In New 10th Edition Of The Robo Report™ By Backend Benchmarking Published For Q4 2018 (AP News, Feb 14, 2019)
- Fidelity Go Ranked Best Overall Robo-Advisor (ThinkAdvisor, Jan 29, 2019)
- Fidelity Go Ranked “Best Overall Robo” (Wealth Management, Jan 28, 2019)
- The Best Robo-Advisers For Different Investors (InvestmentNews, Jan 26, 2019)
2018
- 2M Clients Invest $344B With These 10 Robos (Ignites – Financial Times, Dec 31, 2018)
- Wealthfront, Betterment Make Grab For More Investor Wallet (Ignites – Financial Times, Dec 19, 2018)
- Wealthfront Unleashes Free Financial Planning Via App (ThinkAdvisor, Dec 6, 2018)
- Zacks Advantage Earns Top Spot In Robo Performance Rankings. The Actively Managed, Boutique Robo Advisor, Tops Robo Report Ranking For First Time (Zacks Press Release, Nov 29, 2018)
- Robo Advisor Performance For Q3 2018 Now Available For Advisors (Financial Advisor IQ, Nov 27, 2018)
- Overstock Robo Overperforms With Stock Allocation (Ignites – Financial Times, Nov 9, 2018)
- Fidelity Go Replaces Vanguard As Top Robo-Advisor For Q3 (Financial Advisor IQ, Nov 9, 2018)
- 10 Largest Robo-Advisers By AUM (Investment News, Nov 8, 2018)
- Vanguard Knocked From Top Spot In Robo Performance Rankings (Wealth Managment, Nov 7, 2018)
- Robos Vie For Young Investors, Gird For Tech Titans’ Entry (Ignites – Financial Times, Oct 8, 2018)
- What To Do If Your Robo Adviser Shuts Down (WSJ, Oct 7, 2018)
- Robo Advisor Data For 2nd Quarter 2018 Now Available For Advisors (Financial Advisor IQ, Sep 25, 2018)
- Latest Ranking Of The Robos Still Ruffling Feathers (Investment News, Aug 30, 2018)
- Vanguard Personal Advisor Services Ranked ‘Best Overall’ (Wealth Management, Aug 28, 2018)
- Vanguard’s Robo Tops New Ranking (ThinkAdvisor, Aug 28, 2018)
- A Look At Scale Across Automated Investment Platforms (Wealth Management, Aug 27, 2018)
- Who’s Departed, Who’s Left And Who’s Leading Among Robo-Advisors (Financial Advisor IQ, Aug 12, 2018)
- Robos Take Volatility In Stride (Wealth Managment, Aug 7, 2018)
- Vanguard Personal Advisor Services Leads Robos In Risk-Adjusted Returns (Investment News, Aug 7, 2018)
- What Factor Matters Most To Robo Investors? (Ignites – Financial Times, Jul 31, 2018)
- Robo Rankings: Vanguard Rated Best Overall (Ignites – Financial Times, Jul 30, 2018)
- The Top Robo Advisors: An Exclusive Ranking — Barrons.Com (WSJ, Jul 30, 2018)
- New Ranking Finds Vanguard’s Robo-Advisor Rules The Roost (FA Magazine, Jul 30, 2018)
- Vanguard Robo-Advisor Smokes Rivals (Barron’s, Jul 30, 2018)
- The Top Robo Advisors: An Exclusive Ranking (Barron’s, Jul 30, 2018)
- How And Why Barron’s Ranked Robo-Advisors (Barron’s, Jul 28, 2018)
- RIA ‘Shark Tank’ Backs A Digital Adviser Out Of The Gate (Investment News, Jul 18, 2018)
- Writing On The Wall For Direct-To-Consumer Robo Startups (Investment News, Jul 17, 2018)
- What’s Killing The Robo Advisors? (Barron’s, Jul 17, 2018)
- Another Robo Rides Into The Sunset (FA Magazine, Jul 13, 2018)
- A Robo-Advisor Bites The Dust (Barron’s, Jul 12, 2018)
- This Is The Best Robo-Advisor For Every Investor, From Beginner To Advanced (Money, Jul 9, 2018)
- The 10 Largest Robo-Advisors (Ignites – Financial Times, Jun 28, 2018)
- SigFig Raises Another $50 Million In Venture Capital (Investment News, Jun 19, 2018)
- Robo-Advisor Performance Is Only One Piece Of The Puzzle (Nerd Wallet, Jun 14, 2018)
- Robo Advisor Performance For Q1 2018 Now Available For Advisors (Financial Advisor IQ, May 18, 2018)
- The Top 34 Robo-Advisors Of 2019 (Super Money, May 14, 2018)
- Robo Advisor Performance For Q1 2018 Now Available For Advisors (Advisor Perspectives, May 14, 2018)
- Leading Robo-Advisors Post Negative First Quarter Returns (FA Magazine, Apr 30, 2018)
- Robos See Red In 2018 (Wealth Management, Apr 25, 2018)
- 2 New Robo-Advisors Among The Top Performers In Q1 (ThinkAdvisor, Apr 25, 2018)
- Wealthfront Boots Researchers Off Platform For Violating Terms Of Service (Investment News, Apr 24, 2018)
- Investing Startup Acorns Just Took A Page Out Of Netflix’s Playbook (Business Insider, Apr 24, 2018)
- How To Make Sure You’re Investing With The Right Robo-Advisor (CNBC, Apr 9, 2018)
- Where Condors Dare: Founder Of Wealth Management Firm Enjoys Life On The Edge (ROI New Jersey, Mar 20, 2018)
- Robo Advisor Data For Two Year Period Now Available For Advisors (Financial Advisor IQ, Mar 12, 2018)
- From Barron’s: As Robo-Advisors Cross $200 Billion In Assets, Schwab Receives Recognition For Performance (Schwab, Mar 7, 2018)
- Amazon Has The Potential To Upend A Booming Investment Business, And It’s Keeping Industry Insiders Up At Night (Business Insider, Mar 7, 2018)
- Why Amazon Is Moving Into Finance, And What It Means For Advisers (Investment News, Mar 6, 2018)
- Robo Advisor Data For Two Year Period Now Available For Advisors (Advisor Perspectives, Mar 6, 2018)
- Angel Investor Tax Credits Help Investment Analytics Firm Grow (Globe St, Mar 5, 2018)
- State Resources Propel BackEnd Benchmarking’s Quest For Transparency In Robo-Advising Industry (NJEDA, Mar 1, 2018)
- How To Create Your Own Robo Advisor (US News, Feb 28, 2018)
- Should You Hire Or Fire Your Robo Adviser? (Kiplinger, Feb 27, 2018)
- Is Your Robo-Adviser Really A Robot? (Wealth Advisor, Feb 20, 2018)
- Robo Report: Q4 2017 Performance Review & Glitches In Volatile Markets (AAII, Feb 17, 2018)
- Is Your Robo-Adviser Really A Robot? (The Street, Feb 16, 2018)
- Market Pullback Presents Robo-Advisers With Biggest Test Yet (Investment News, Feb 6, 2018)
- As Robo-Advisors Cross $200 Billion In Assets, Schwab Leads In Performance (Barron’s, Feb 3, 2018)
- These Are The Top-Performing Robo-Advisors Over The Past 2 Years (ThinkAdvisor, Feb 2, 2018)
- Robo-Advisors Expanding To Insurance And Vehicle Purchases (Soprasteria, Feb 2, 2018)
- Robos With The Best And Worst Portfolios Over The Last Two Years (Investment News, Feb 2, 2018)
- New Robo Report™ Offers 2 Year Performance Numbers For 7 Top Robo Advisors In New Q4 2017 Report; Publisher BackEnd Benchmarking Interviews Robo Advisors (Business Insider (Press Release), Feb 2, 2018)
- Maybe Robo-Advisors Aren’t Millennial-Seeking Vampires After All (Barron’s, Feb 2, 2018)
- The New Transparency Of Robos (Advisor Magazine, Feb 2, 2018)
2017
- Q3 2017 Robo Report: Increase In Tax Planning Tools (AAII, Dec 16, 2017)
- Robo Advice Data For Q3 2017 Now Available For Advisors (Advisor Perspectives, Nov 30, 2017)
- The Differences Between Robos Are Breathtaking (Financial Advisor IQ, Nov 28, 2017)
- Robo-Advisor Returns For Clients Vary Greatly, New Report Finds (FA Magazine, Nov 22, 2017)
- Charles Schwab’s Intelligent Portfolio Is Top Robo-Advisor In Q3: Backend Benchmarking (Investopedia, Nov 22, 2017)
- Betterment, The Investing Startup With $11 Billion In Assets, Is Rolling Out A New Service To Make Charitable Giving Easier (Business Insider, Nov 15, 2017)
- Robo Performance Varies Widely (Barron’s, Oct 24, 2017)
- Schwab Is Number One Robo For Q3 (Barron’s, Oct 24, 2017)
- Robo Returns: Schwab Intelligent Portfolios Leads Q3 (Wealth Managment, Oct 23, 2017)
- Schwab Ruled The Robo Roost In Q3 (ThinkAdvisor, Oct 23, 2017)
- New Robo Report For Q3 2017 (Financial Advisor IQ, Sep 30, 2017)
- Q2 2017 Robo Report Sees More Hybrid Advice Models (AAII, Sep 16, 2017)
- Robo Advice Data Now Available For Advisors (Advisor Perspectives, Sep 15, 2017)
- Robo Advisers Get The Human Touch (Kiplinger, Sep 1, 2017)
- RIA Uncovers The Hidden Diversity Among Roboadvisors (FA Magazine, Aug 31, 2017)
- Vanguard Is Way Ahead In The Robo Race (ThinkAdvisor, Aug 11, 2017)
- And The Top-Performing Robo-Advisors Are … (Barron’s, Jul 31, 2017)
- Which Robo Is Best For Your Portfolio? (Barron’s, Jul 29, 2017)
- Rating The Robo-Advisors (Barron’s, Jul 29, 2017)
- The Robo Report Invests In And Tracks Robo-Advisers (AAII, Jun 17, 2017)
- Abundance Of New Robos Puts Pressure On Early Entrants (Ignites – Financial Times, Jun 5, 2017)
- The Robo-Report On Advisor Performance (Advisor Magazine, May 17, 2017)
- Who Were The Best Robo-Advisors In Q1? (ThinkAdvisor, May 15, 2017)
- Can Technology-Enabled Investment Platforms Deliver What They Promise? (The Star, May 11, 2017)
- Evaluating The Robos: Not All Robo-Advisors Are Created Equal, So Investors Must Do Their Due Diligence (Real Assets Adviser, Mar 1, 2017)
- Investment Returns From Robo-Advisors Can Vary Widely, But Why? (The Street, Feb 17, 2017)
- Getting A Handle On Robo-Advisers’ Returns (Investment News, Feb 5, 2017)
- Betterment Takes Aim at Vanguard, Personal Capital (Financial Advisor IQ, Feb 1, 2017)
- Battle Of The Robo-Returns (Barron’s, Jan 26, 2017)
- When It Comes To Investment Returns, Not All Robos Measure Up (Investment News, Jan 25, 2017)
- Everything You Need To Know About Using And Choosing A Robo-Advisor (Money, Jan 18, 2017)
2016
- New Benchmarking Service Reveals Robo Leaders And Laggards (Financial Advisor IQ, Dec 7, 2016)
- RIA Tests Robo-Advisors By Investing With Them (Investopedia, Dec 6, 2016)
- Which Robo-Advisors Are Best? To Find Out, An RIA Invests In Them (ThinkAdvisor, Dec 1, 2016)
- Robo-Advisers Boom, But Human Help Not Going Away (Bloomberg, Nov 4, 2016)
- Spotlight On Robo Advisers’ Returns (WSJ, Nov 1, 2016)
- Returns Vary Widely For Robo-Advisors With Similar Risk (CNBC, Sep 7, 2016)