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

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.

Features and News

Dept. Of Labor Delays New Fiduciary Rule

Feds will conduct another 60-day review of new rule for financial advisors.

ETF Report

Operation Financial Freedom

A new initiative uses ETFs to give soldiers and veterans greater financial security.

Features and News

Labor Dept. Seeks 60 Day Delay For New Fiduciary Rule

First delay could be the beginning of a string of delays leading to dilution of or scrapping of rule.

Features and News

3 Easy Steps To Create Your Own Advisor Fiduciary Rule

It shouldn’t take a law to get an advisor to put your best interests first.

Features and News

What A Human Advisor Can Do At A Robo Shop

Betterment’s latest services offer access to human advisors beyond its flagship all-digital platform.

ETF Report

 Canadian Robo's Human Touch

Different rules make for a different experience.

ETF Report

 Don’t Fear The Robos

'Nerd's Eye View's' Michael Kitces says advisors and robos can coexist.