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Robo-advisors

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Dalbar Study Signals Bright Future For Robos

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Robo-investors gained higher trust and confidence in their advisors during the Covid-19 crisis, the study showed.

Robinhood Challenger M1 Finance Closes $45 Million Funding Round

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The latest fundraising builds on a $33 million Series B round that closed in June.

Robots Beat Humans In Test Of Predicting Financial Meltdowns

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The research appears to strike another blow on behalf of automated investing.

Orion, Brinker Capital Close Merger, Chart Course To Combine Services

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The merger creates a $44 billion mega-TAMP.

Schwab Now Offers Free Digital Financial Planning To Everyone

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Schwab Plan is a completely free digital financial planning service built primarily around retirement.

'The Rock' Invests In Finance App Acorns, New Users Get $7

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Acorns now has 8 million U.S. users and $3 billion in assets under management.

Why Two LPL Leaders Believe Flat Planning Fees Are A 'Game Changer'

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Flat fees may help demonstrate the value of planning and expand advisors' client base.

Fractional Shares Expose Wall Street Greed

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The rush among small investors to speculate using fractional shares should not be celebrated, says Jared Dillian.

Will The Post-Covid World Play Into SigFig's Hands?

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Over the years, SigFig has evolved to be much more than a roboadvisor.

Vanguard: The Pandemic Proves The Value Of Digitally Driven Advice

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Vanguard's Tim Buckley and Tom Rampulla hinted that a business-to-business roboadvisor is coming.

DriveWealth Teams With MotivHealth To Unite Insurance, HSAs On One Interface

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The firms say it is the first HSA where users can view claims, manage accounts and trade.

Fidelity Takes Aim At Robinhood With Launch Of Mobile App

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Fidelity is also moving to subscription-based pricing for its Fidelity Go roboadvisor.

This Fintech Says Global Demand For U.S. Stocks Has Risen Despite Struggle To Contain Virus

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DriveWealth also measured a large increase in overall activity across the platforms it powers.

Want To Diversify Your Revenue Stream? Charge For Your Planning Expertise

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Subscription-based financial planning fees create a new money source and appeal to younger investors, says Aite Group.

Dynasty Financial Expands Availability Of RIA Services

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Dynasty is partnering with Envestnet to offer its technology to a larger audience of advisors.

CircleBlack Mourns Passing Of Founder John Michel

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Michel founded CircleBlack after stints with Merrill Lynch and Bloomberg.

Wealthfront Goes Beyond Robo As It Expands Banking Capabilities

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The new features bring Wealthfront closer to being able to offer a seamless, all-in-one experience.

Empower Retirement To Acquire Personal Capital In $1 Billion Deal

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The deal values Personal Capital and its wealth management platform at $1 billion.

Notes From The Publisher For 06/30/2020

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Our latest roundup of industry news and events is reviewed.

Robos Will Have Lasting Impact On RIA Channel

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Tiburon’s Chip Roame posits that robo-advisors are changing the way RIAs—and all advisor market segments—do business.

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