Posted on March 4, 2021
- Motif closes, Empower buys Personal Capital
- Betterment’s Stein Steps Down
- Walmart & Ribbit Capital Partnership
Posted on March 2, 2021
February of 2021 included a few major announcements in the robo-advice industry. Although Goldman Sachs launching Marcus Invest dominated the headlines, other notable highlights included Titan’s Series A funding, the surge in new-openings at robo advisors like Acorns, and the launch of new innovative features at places like Edelman Financial Engines. Finally, although it has yet to make headlines, the managed-account component of Prudential LINK is closing.
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Posted on February 25, 2021
Best Robo Advisor For First-Time Investors
- Winner: Betterment
- Runner-up: Wealthsimple
- Honorable Mention: SoFi
Posted on February 24, 2021
Best Robo Advisor for Digital Financial Planning
- Winner: Wealthfront
- Runner-Up: Personal Capital
- Honorable Mention: Schwab
Posted on February 24, 2021
Best Robo for Complex Financial Planning 2021
- Winner: Vanguard Personal Advisor Services
- Runner-Up: Personal Capital
- Honorable Mentions: Ellevest & Wealthsimple
Posted on February 24, 2021
Best Robo for Performance at a Low Cost 2021
- Winner: SigFig
- Runner-Up: SoFi
- Honorable Mention: Wells Fargo
