Robo-advisors

How to Pick Stock Investments

Some people talk about investing as if it’s a no-brainer or a click-a-button decision. That’s a too-simplistic view for most people, especially when …

Personal Finance

The Important Question Your Financial Advisor Or Robo-Advisor May Not Be Answering

5 simple questions, maybe 6 – punch in your age, your current investable assets, annual investable income, the investment horizon, your risk appetite, that’s it. Out comes your ideal asset allocation, say 60% in domestic stocks, 30% bonds, and 10% in cash. Many robo-advisors suggest different …

Finance

What Does a Financial Advisor Do?

For many people, embarking on an investment journey means playing the roles of captain, navigator and rower simultaneously. Juggling those duties can …

Financial Planning

Bono Still Hasn't Found the Robo-Adviser That He's Looking For

The idea that U2 frontman Bono is the very antithesis of rock'n'roll is well worn. He's a fan of tax optimization; a keen private-equity investor; …

Business

Robo-advisor platform revenues to surge: report

Robo-advisor platform revenues are forecast to reach $25 billion by 2022, up from an estimated $1.7 billion in 2017. This is according to a new …

FinTech

Older banking users turn away from fintech due to lack of trust

The growing numbers of fintech services offering mobile and cloud-based payments are failing to convert older users. One study from Canada found …

Banking

Robo-Advisor Revenue to Reach $25B by 2022: Juniper Research | Investopedia

The robo-advisor market is poised to grow substantially in the next five years, with Juniper Research predicting that it will be a $25 billion market …

Finance

How and Where to Open an IRA

Opening an IRA can be a smart way to supercharge your retirement savings. And the process itself is pretty easy.<p>When picking a provider, here’s what …

Financial Planning

#FASuccess Ep 051: What Robo-Advisors Can Teach Human Advisors About Evidence-Based Behavioral Finance with Dan Egan

Welcome, everyone! Welcome to the 51st episode of the Financial Advisor Success Podcast!My guest on today’s podcast is Dan Egan. Dan is the Director …

Finance

Can this robo-advisor firm become the Amazon of financial services?

At Betterment, CEO Jon Stein is using behavioral biology and machine learning to make his company's robo-advisor perpetually more intelligent and …

FinTech

Investors Dodge a Tax Bullet, as FIFO Gets Squashed

A rule inserted into the Senate's version of the tax bill was removed when House and Senate negotiators came up with a compromise bill, according to …

Business

The Benefits of Combining Advisors and Robo-Advisors | Investopedia

Technology has a way of making life easier and harder at the same time. Take investing, for example. Should you go it alone? Hire an advisor? Or use …

Financial Planning

The best investments for $10, $100 and $1,000

The best investments of any kind are those that generate a return. If you don't get more from your money than what you put in, you're spending money, …

Investing

Morgan Stanley launches a robo-advisor after 16 month pilot

<i>This story was delivered to BI Intelligence "Fintech Briefing" subscribers. To learn more and subscribe, please click here.</i><p>Morgan Stanley has launched its digital wealth management service, Morgan Stanley Access Investing, after a 16-month pilot.<p>The service is available on desktop and mobile …

FinTech

How to Make the Most of a Year End Bonus

According to a recent survey by Accounting Principals, only 63% of companies plan on rewarding employees with year end bonuses this year. This figure …

Personal Finance

Excessive Stock-Based Compensation Might Be Behind Financial Engines' Underperformance

Financial Engines, despite its academic pedigree, has not lived up to its hype.<p>The problem appears to be excessive stock-based compensation, which is …

Finance

5 Worthwhile Passive Income Streams You Can Set Up Today

Want to make money in your sleep? Don’t we all.<p>Active income requires you to trade hours of your time for money <b>while passive income doesn’t</b>. Passive …

Financial Planning

Is Your IRA Provider Ripping You Off?

You shouldn't have to pay a fortune in fees for the privilege of having an IRA.<p>You'll gather assets in your retirement savings accounts for decades, …

Investing

What Robo-Advisors Can Do Better (and Worse) Than Financial Advisors

Robo-advisors are a relatively new financial services offering that let you turn over your money to an automated advisor. Here’s what most …

Finance

2017 Robo-Adviser News - Vanguard Has Most AUM - Wells Fargo Adds a Robo

Robo Advisor ReviewsRobo-Advisor News<p>November 2017 – Robo-Advisor News + Polaris Review Posits Markets Are Inefficient<p>— November 23, …

Finance

Charles Schwab's Intelligent Portfolio Is Top Robo-Advisor in Q3: Backend Benchmarking | Investopedia

Charles Schwab's Schwab Intelligent Portfolio was the best performing robo-advisor in the third quarter, with its model portfolio for taxable …

Finance

Betterment Adds a Charitable Giving Option

On Nov. 28 — aka Giving Tuesday — robo-advisor Betterment will launch a new feature to help investors reap the benefits of giving (donating shares to …

Personal Finance

Betterment vs. Wealthfront: Who Should You Trust to Handle Your Money?

Robo-advisors—online investing platforms that seek to emulate the services of a financial advisor—have grown in popularity in recent years. They’re …

Finance

Robo Advisors vs. Human Financial Advisors: Why Not Both?

After the strong growth of the robo advisory approach in recent years, promoted by numerous start-ups worldwide as well as sizeable number of early adopting wealth managers, a new ‘sub-species’ has emerged: the hybrid robo/personal contact service, which adds a substantial software component to …

FinTech

Stock picking robots are here, but are they outsmarting humans?

<b>Although robo-advice will contribute to financial inclusion and helps financially less literate households to be able to invest, it is still not a replacement for financial literacy.</b><p>Investopedia defines robo-advisers as digital platforms which provide automated, algorithm-driven financial planning …

Finance

Should I Do My Own Investing, Use A Robo-Advisor Or Use A Financial Planner?

As the holidays near, your time gets squeezed. There’s more to do and, if you’re a DIY investor, there’s the end of year portfolio management …

Financial Planning

RBS Launches First Investment Robo-Advisor in the U.K. through NatWest Invests

• Tatjana Kulkarni<br>• November 20, 2017<br>• Exclusive, Innovations<br>• 0<p>Bookmark<p>EXCLUSIVE- Royal Bank of Scotland becomes the first bank in the U.K. to go live with …

Financial Planning

Who Needs a Financial Advisor?

Robo-advisors aren’t right for everyone. Here’s who might need a real-live human financial advisor.<p>Robo-advisors have emerged as a low-cost option …

Investing

What Is a Robo-Advisor?

Wells Fargo just announced that it’s getting into the robo-advisory business. What does this mean?<p>In this clip, Michael Douglass and Matt Frankel …

Finance

Charles Schwab Robo-Advisor for Retirees Gets Good Marks for Ease of Use: WSJ | Investopedia

Robo-advisors aren't only for millennials. Retirees are also using these DIY investing services, with 53% of The Charles Schwab Corporation's (SCHW) …

Finance