Robo advisors

Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.

Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.

The robo advisor hopes transparency on employee demographics will encourage change.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.

The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.

Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.

Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.

Among our findings, advisors are (finally) embracing chatbots and robo advisors.

The postponement comes as new accounts surge at competing digital advisors.

Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.

New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.

With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.

The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.

Intuitive Advisor is now among the most affordable options for digital investing with human advice.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

Customers criticized the company on Twitter, with some saying they were unable to place orders.