Robo Reports Archive
Performance 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 More2024 AUM Growth
Q2 2025
2023 marked a significant rebound for the robo-advice industry, with assets under management (AUM) surpassing $1 trillion.
Read More2023 AUM Growth
Q1 2025
2023 marked a significant rebound for the robo-advice industry, with assets under management (AUM) surpassing $1 trillion.
Read More2023 AUM Growth
Q4 2024
2023 marked a significant rebound for the robo-advice industry, with assets under management (AUM) surpassing $1 trillion.
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
Q4 2024
The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.
Read MoreThe Future of Robo Advisors
Q3 2024
The robo-advisory industry is evolving, with a focus on scaling, profitability, and navigating regulatory challenges.
Read More