Robo-advisors

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As SEC Cracks Down On Robo-Advisors, Pundits Wonder If Robinhood Is Next

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The SEC has sent a clear signal that it is ramping up enforcement against robo-advisors.

SoFi Tops Backend Benchmarking's Best Robo-Advisors List

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Assets controlled by robo-advisors continued to grow as the digital field matures, the firm said.

Robinhood Working On Feature To Let Users Invest Spare Change

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Investing spare change is a key piece of competing apps such as Acorns, Chime and Wealthsimple.

Schwab's $200 Million Charge Puts Scrutiny On Robo-Advising

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Regulators are now looking more closely at how robo-advisors invest, bill and advertise.

Power Still Deciding How Wealthsimple Fits Into New Strategy

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Can Power Corp. do for Wealthsimple what it did for Personal Capital?

Best-In-Breed Fintech Solutions Favored Among Advisors, Survey Says

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Fewer than 20% of advisory firms said they use an all-in-one technology approach.

Robo-Advisor Offers Low-Cost Islamic Investing Solution

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Aghaz Invest used direct indexing to create sharia-compliant, multi-asset portfolios.

TIFIN Group Buys Totum Risk, Financial Planning Tech To Launch New Platforms

by FA Staff

TIFIN recently successfully sold tax-optimized model portfolio tool 55ip to J.P. Morgan.

DriveWealth To Power Robo-Advisor Focused On Islamic Investing

by FA Staff

Aghaz Investments automatically screens investments based on parameters founded in Islamic law.

Goldman Sachs Opens Investing App To Anyone With As Little As $1,000

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It's the latest tech-driven step towards a move down market for the wirehouse.

Advisor Group Hires Former Schwab Tech Exec As It Enters 'Next Phase'

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Peter Clemson will help the firm add more advisor-facing, business-to-business robo-advisory components to its tech offering.

Franklin Templeton Launches Advisor-Oriented Robo

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The new robo-advisor is a partnership between Franklin Templeton, Bambu and Apex Clearing.

Top 10 Robos By Three-Year Returns

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Regarding robo-advisor performance, bigger doesn't always mean better.

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.

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.

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