Robo Reports Archive
The Future of Robo Advisors
Q1 2025
The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.
Read MoreThe Robo Ranking
Q1 2025
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 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
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 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 MorePerformance Commentary
Q3 2024
Highlights Portfolios with higher allocations to domestic, large-cap, and growth equities significantly outperformed their peers over the past year. A strategic focus on domestic large-cap equities and municipal bonds drove superior performance over the past three years. Strong U.S. market performance led portfolios emphasizing domestic large-cap equities to consistently outperform over the past seven years. […]
Read MoreHow to Pick a Robo Advisor
Discover how to select the best robo-advisor for your unique financial goals.
Read MoreRobo vs. Traditional Advisors
Compare the benefits and drawbacks of robo-advisors versus traditional human advisors.
Read MoreWhat is a Robo Advisor?
Learn the basics of robo-advisors and how they manage your investments using technology.
Read More