In the Media
Top Stories
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)
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)
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)
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)
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)
BlackRock Sells FutureAdvisor Robo Biz To Ritholtz Wealth Management: Wealthtech Weekly (Financial Planning, Mar 1, 2023)
Betterment to Pay $9M SEC Fine for Tax Loss Harvesting Misstatements (Think Advisor, Apr 18, 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)
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)
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)
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 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)
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 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)
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)
