Robo-Advisor Overview

The robo-advisor industry is revolutionizing the way people invest by offering convenient user access, automated portfolio construction rules and low costs.

Still, the jury is out on whether robo advisors represent the future of investment advice. The cost advantages, tax efficiency and automated platforms benefit all types of investors. Yet wealth management will likely require meaningful human interaction and analysis.

Features and News

USAA On Using & Creating ETFs

Asset manager and soon-to-be ETF issuer discusses how it chooses ETFs, how it uses them and where opportunities lie.

Daily Hot Reads

Wednesday Hot Reads: Robots Are ETFs’ Best Friend

ETF issuers still underestimating robo advisors' impact on ETFs and asset flows.

Daily Hot Reads

Friday Hot Reads: How Do I Know What To Invest In?

Also, are index funds evil and strangling the economy?

Daily Hot Reads

Friday Hot Reads: Know What’s Hiding In Your ETF

Also, you may want to consider if your robo advisor has a conflict of interest.

Features and News

DOL Fiduciary Rule Takes Effect

The first stage of the rule might have some major implications for ETFs.

Features and News

Senators Warn About Shelving Fiduciary Rule

Democratic leaders say Labor Secretary has ‘prejudiced the outcome of the review.’

Daily Hot Reads

Thursday Hot Reads: Global ETFs Breach $4 Trillion Mark

Also, do trading costs destroy factor investing?

Features and News

Reducing Friction In The Advisory Relationship

The pressure for enhanced technology for clients will continue to mount.

Features and News

BAML Wants Younger Advisors In Its ‘Thundering Herd’

Merrill Lynch acknowledges difficulty in attracting millennials to brokerage jobs.