Alana Benson is an investing writer who joined NerdWallet in 2019. She covers a wide variety of investing topics including stocks, socially responsible investing, cryptocurrency, mutual funds, HSAs ...
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 ...
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 ...
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 ...
The robo-advisors that made our lists charge low fees but still offer high-quality features, such as tax optimization, socially-responsible investment portfolios or access to financial advisors. Many, ...
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 ...