Tag: Fidelity Go

Posted on June 4, 2020

Overview:

The robo-advice industry has led the way in changing the financial services industry to benefit the average investor. Robo-advice attributes like accessibility, low cost, and low minimums have dramatically impacted the investment management space and are now branching out to other areas including cash management, banking services, and retirement income solutions. 

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Posted on June 3, 2020

The Emergence and Spread of Robo Advice

Robo advice as we know it today first emerged into the mainstream in 2008 when Betterment and Wealthfront were founded and later launched digitally managed portfolios with low fees and minimums. In 2015, Schwab launched its Schwab Intelligent Portfolios and Vanguard launched its Personal Advisor Services. Since then, robo-advice products have become ubiquitous among financial institutions. Here, we intend to take a look back at the industry, how its evolution is impacting individual investors, and what investors can expect next from these innovative products.

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Posted on May 8, 2020

  • SigFig, Fidelity Go, and Axos Invest win three-year top-performer prizes
  • Three-year fixed income returns surpass equity returns
  • Investment-grade corporates and treasuries help robos deal with volatile markets
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Posted on February 28, 2020

Top Robo Advisor Retirement Providers – Total Portfolio Performance:

2-Year Trailing Top IRA Performers (annualized)

  • Fidelity Go 
  • T Rowe Price 
  • Axos Invest 

1-Year Trailing Top IRA Performers

  • Fidelity Go
  • TD Ameritrade
  • SoFi
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Posted on February 21, 2020

Backend Benchmarking is the only place to see accurate performance data sourced from real accounts we have open at each provider. See which robos have performed best and why!

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