What is motivating traditional advisory firms to offer a robo-platform? Among those who believe their firm could benefit from robo-advice, 78% say the No. 1 benefit is attracting new clients, and ...

A robo-advisor is an automated digital program that creates and manages your portfolio based on your investment preferences and risk tolerance, according to Investor.gov. Such programs can come at a ...

Robo advisors appeared on the financial advising scene roughly 15 years ago to offer fee-conscious individuals access to well-crafted investment portfolios. In U.S. News' ranking of the best robo ...

More financial-services firms are betting on higher demand for “robo” financial-advice services, which allow clients to use a computer rather than flesh-and-blood advisers to help them make decisions ...

As stocks soared to record highs over the past decade, robo advisors amassed billions of dollars in investable assets. But now with the onset of ominous market indicators and volatility, advisors say ...

As more wealth management firms roll out robo advisers, including those that once pledged not to dip a toe in digital advice, one brokerage is striving to maintain a human touch. Processing Content ...

In response to my last blog, 5 Reasons Most Robo-Advisors Are Not, in Fact, Advisors, an industry "consultant" sent me an email that included one concern and a couple of poignant comments that help ...

It wasn't long ago that complex advances in investing, such as automated asset allocation, portfolio management and tax-loss harvesting, were considered high-minded concepts reserved only for the ...

More financial services firms are betting on higher demand for “robo” financial advice services, which allow clients to use a computer rather than flesh-and-blood advisers to help them make decisions ...

We are of two minds on the whole robo-advisor movement. First, the genie is out of the bottle, so get on board, folks. BUT - if you can't put it together so that it can revenue-produce, then you'd ...