Robo-advisors

Top Mutual Funds | Financial Planning | Tax Saving Investments

WealthApp is a user-friendly platform that provides you with investment advisory services to select and invest in top mutual funds in India. While …

Retirement

Tally App Raises $42M, Launches Robo-Advisor To Manage Americans’ Credit Card Debt

[id=2]<p>Growing up in the woods of Breckenridge, Colorado, and homeschooled by fundamentalist Christian parents, Jason Brown remembers being constantly anxious about money. When he finally left to start college at Boston University, he had no financial support from his parents and relied on …

Personal Finance

Betterment Launches Ad Campaign with 'Billions' Star | Investopedia

It was only a matter of time, but one also has to wonder why it took so long. But, there it was, right at the PGA Championship’s most intense moment …

Financial Services

AI-Powered Robo-Advisers

As in most industries, technological innovation is disrupting the money management business. That’s most visible in the remarkable growth of …

Investing

Vanguard Personal Advisor Services Review

You're not alone if you're overwhelmed with the task of managing your own investments.<p>Vanguard, as one of the most popular brokerages, is part of a …

Investing

Who's Departed, Who's Left and Who's Leading Among Robo-Advisors

The second quarter of 2018 was a busy one for robo-advisors. Hedgeable announced its impending closure, WorthFM became history and LearnVest notified …

Investing

Are You Indirectly Losing Money via Your Brokerage Cash Sweep Account?

A recent WSJ article by Jason Zweig calls attention to one of the hidden ways that brokerage firms make money from you. As interest rates rise, they …

Investing

Digitization: What Will Happen to the Relationship Managers?

<b>The convenience associated with online channels appears to be increasingly appreciated by wealthy clients too. Are relationship managers then even</b> …

Wirtschaft Schweiz

New Personal Finance Platforms Use Psychology to Help You Save Money and Invest Smarter

The tools easily curb the often-costly impulse to switch investments and spend.<p>You've probably dreamed of magically waking up one day to see that all of your personal or business accounts have ballooned to a bazillion-gajillion-ish dollars. But it usually doesn't work that way. (Or at least, it …

Money

Your Parents’ Money Guru May Not Be Right for You

There’s a lot to be said for a personal recommendation: Letting your neighbors vet a plumber can save you a trip into the sinkhole that is internet …

Personal Finance

All your questions about hiring a financial advisor, answered

As you strive to reach your financial goals and prepare for retirement, you may consider turning to a financial advisor. But you may be wondering: How much does a financial advisor cost?<p>Generally, financial advisors charge a flat fee of $1,500 to $2,500 for the one-time creation of a full financial …

Retirement

How to Get Free Financial Advice

The saying “you get what you pay for” doesn’t always apply. When it comes to financial advice, you can find a wealth of valuable information for free.<p>…

Personal Finance

Letters to Barron’s

Aug. 3, 2018 5:29 p.m. ET<p>Robo and Human Advisors<p>To the Editor:<p>What is the fascination with robo-advisors (“Robo Rising,” Cover Story, July 28)?<p>Over …

Financial Planning

Here’s Why You Shouldn’t Invest in Cryptocurrency

Not a week goes by without an email in my inbox inviting me to chat with the latest cryptocurrency expert. The number of new digital currencies …

Cryptocurrency

Fintech Tools That Can Change The World Of Finance

<b>Technology</b> is developing rapidly and the world as we know is changing accordingly. New technologies are looking to increase convenience and ease of …

Startups (India)

Local online investment platform scoops international tech award | IT News Africa – Africa's Technology News Leader

August 14, 2018 • General<p>Nic Andrew, Head of Investments at Nedgroup Investments<p>Nedgroup Investments automated online investing platform has won the …

Financial Planning

Ready for a $100B Capital Gains Tax Cut?

July 31, 2018 12:45 p.m. ET<p>The wealthiest Americans could enjoy a big tax cut if the U.S. Treasury adopts a plan to factor inflation into capital …

Study Skills

Morgan Stanley’s Comp Plan to Boost Tech

By<p>July 31, 2018 1:16 p.m. ET<p>Morgan Stanley’s 2019 advisor compensation plan incents the firm’s advisors to adopt new technology tools, according to …

Morgan Stanley

Vanguard Robo-Advisor Smokes Rivals

July 30, 2018 1:17 p.m. ET<p>Powered by its superior investing performance, Vanguard’s digital investing platform bested the competition in <i>Barron’s</i> …

Investing

How to Score a Capital Gains Tax Break

July 30, 2018 4:14 p.m. ET<p>A provision in the 2017 tax law has created a way to potentially do well by doing good, and to save on taxes in the bargain.<p>…

Real Estate

By 2030 Millennials Will Have $20 Trillion In Wealth. Here’s What They Want In Robo-Advisors

Millennials are expected to have $20 trillion in wealth by 2030, according to a July 2018 CB Insights study. Marketing investment options and …

Demographics

How and Why Barron’s Ranked Robo-Advisors

By<p>July 28, 2018<p><i>Barron’s</i> worked exclusively with Backend Benchmarking, a Martinsville, N.J.–based analytics firm, to produce the robo ranking. …

Financial Planning

How 7 Financial Tools and Services Simplify Life for Millennials

Katherine Garcia had a life-changing experience in 2016. Her mom had lost her job, and the now 29-year-old was faced with the prospect of having to …

Personal Finance

I just invested my first $7,000 at age 26—here's where I decided to put it

As my best friend and I strolled the streets of Philadelphia recently, she told me about how she had saved up a small sum of money and was planning …

Investing

Here come the cryptocurrency robo-advisors

Suddenly, cryptocurrencies are rebounding — fast. Bitcoin is up 34% in the past month, above the $8,000 mark, and ether is up 8%. As typically …

Cryptocurrency

FinTech-Investor Sharks Bite on New Robo

July 25, 2018 4:54 p.m. ET<p>Three big RIA firms have thrown their backing behind a new, multi-strategy robo-advisor known as Investment POD.<p>Investment …

Financial Planning

Robot vs. human: When you should invest with robo-advisors

You’ve got some savings. Now, what’s the best way to grow your money pile?<p>While there’s no hard and fast rule about that, most people would probably …

Retirement

Betterment vs. FutureAdvisor: Which Robo-Advisor Is Best for You?

Betterment and FutureAdvisor both operate as two of the most popular robo-advisors in online investing. Each company offers similar products to help …

Retirement

Ted talks: From UNSW Business School and Sydney Swans to robo-advisor

​UNSW Business School alumnus Ted Richards made a big change in his life when he moved into the financial services industry after playing …

Financial Services

What’s It Like to Use a Financial Advisor?

You’ve got financial questions. The internet’s got answers. So do friends, family members and late-night TV money gurus.<p>But sometimes you need a …

Retirement