Posted on July 15, 2021

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Posted on July 15, 2021

Best Robo Advisor for 2021

● Winner: SigFig
● Runner-up: SoFi
● Honorable Mention: Fidelity Go

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Posted on June 10, 2021

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Posted on June 9, 2021

  • For this edition of the Robo Report, we had an interview with Stash CEO Brandon Krieg
  • Counting its users at over 5 million, the Stash platform is resonating with investors.
  • Since Stash just released a robo advisor – Smart Portfolios
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Posted on June 7, 2021

  • What is Direct Indexing? Direct indexing is an investment strategy that seeks to replicate the underlying stocks of an index instead of holding an index fund.
  • Schwab, BlackRock, Goldman Sachs, and Morgan Stanley have all engaged in transactions that could influence their ability to offer direct indexing at scale.
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Posted on May 26, 2021

  • In 2020, the wealth-tech industry raised over $3.7 billion in new funding
  • Betterment grew its AUM from approximately $18 billion in 2020 to over $28 billion
  • Schwab experienced 51% growth in digitally advised assets
  • Walmart is partnering with Ribbit Capital, a large Robinhood backer, to launch a service called Hazel
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