Robo Reports Archive
The 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 More2023 AUM Growth
Q3 2024
2023 marked a significant rebound for the robo-advice industry, with assets under management (AUM) surpassing $1 trillion.
Read MoreThe Future of Robo Advisors
Q3 2024
The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.
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