Robo Reports Archive
Performance Commentary
Q3 2025
Backdrop The S&P 500 Index gained 8.11% in the third quarter of 2025, a continuation of the strong second quarter performance. The index notched 23 new all-time highs in the quarter. Continued strength in technology, Artificial Intelligence (AI), and mega-cap growth stocks remained the primary drivers of the index’s quarterly gains, but market breadth improved […]
Read MoreRobinhood Strategies’ More Human Approach to Automated Advice
Q3 2025
In a recent interview, David Goldstone from the Robo Report spoke with Stephanie Guild, Chief Investment Officer at Robinhood, to discuss Robinhood Strategies, the company’s foray into automated investment management. Guild shared insights into the platform’s unique features, target audience, and future plans, offering a comprehensive overview of how Robinhood is approaching the robo-advisor space. […]
Read MorePerformance Commentary
Q2 2025
2025 Market Reversal The 2025 robo-advisor account performance shows a reversal of the investment themes that drove success over the past decade. Strategies that dominated multi-year rankings now struggle with year-to-date performance, while approaches that languished in previous periods have advanced. The winning formula of domestic large-cap equity concentration combined with municipal bond allocations that […]
Read MoreThe Future of Robo Advisors
Q2 2025
The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.
Read MoreThe Robo Ranking
Q2 2025
Highlights SoFi Automated Investing wins Best Overall Robo, combining strong performance with a low minimum, competitive pricing, and a feature-rich platform. The winners of Best Robo for Digital Financial Planning, Empower and Wealthfront, serve as an example of simple yet effective online planning. Fidelity Go won Best Robo for First-Time Investors due to its low […]
Read MoreThe Robo Ranking
Q4 2024
Highlights Vanguard Personal Advisor wins Best Overall Robo, offering stellar performance, low fees, a range of investment options, and robust features. The winners of Best Robo for Digital Financial Planning, Empower and Wealthfront, serve as an example of simple yet effective online planning. Fidelity Go won Best Robo for First-Time Investors due to its low […]
Read MoreThe Future of Robo Advisors
Q1 2025
The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.
Read MorePerformance Commentary
Q1 2025
Highlights Portfolios overweight large cap U.S. stocks topped one-year results. A large cap U.S. tilt paired with municipal bonds propelled three-year leaders Fidelity Go, SoFi, and Wealthfront. The same mix kept Fidelity Go, Wealthfront, and Zacks Advantage ahead over seven years. International developed equities outpaced U.S. stocks in Q1, yet a domestic focus remains a performance driver longer term. Backdrop […]
Read MorePerformance Commentary
Q4 2024
Highlights Over the past year, SoFi, TD Automated Investing, and Betterment Climate Impact led returns by emphasizing large-cap, domestic, and growth equities. SoFi distinguished itself with a 35% growth allocation, while Betterment Climate Impact’s 82% large-cap tilt outperformed small-caps’ modest 11.53% gain. Domestic large-cap stocks and municipal bonds propelled Wealthfront, Fidelity Go, and SoFi to […]
Read MoreThe Robo Ranking
Q3 2024
Highlights Fidelity Go wins Best Overall Robo, offering stellar performance, competitive fees, no minimum investment, and robust features. The winners of Best Robo for Digital Financial Planning, Empower and Wealthfront, serve as an example of simple yet effective online planning. SoFi won Best Robo for First-Time Investors because of its low fees, and its ability […]
Read More