Tag: Robo Ranking
Posted on September 23, 2020
Overview
Morgan Stanley Access Investing is the digitally managed account platform offered by Morgan Stanley. Access Investing stands out immediately for its unique investment themes including Robotics & AI, Defense & Cybersecurity, Emerging Consumer, Genomics, Diversity, and others.
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Posted on August 11, 2020
Best Robo Advisor for Digital Financial Planning
Winner: Wealthfront
Runner-Up: Personal Capital
Honorable Mention: Schwab
Posted on August 10, 2020
Ranked #1 for Best Overall Robo (Summer 2020 Robo Ranking)
Ranked #1 for Best Performance at a Low Cost (Summer 2020 Robo Ranking)
Overview
SigFig started as an offshoot of Wikinvest, a Wikipedia-style resource for investors. Launched in 2012 as a free portfolio tracking and investment advisor referral service, SigFig is now one of the original robo advisors still in operation. Between its platform and strategic partnerships with incumbent institutions such as UBS and Wells Fargo, SigFig has grown to over $835 million in assets under management.
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Posted on August 10, 2020
Best Robo Advisor For First-Time Investors
- Winner: Betterment
- Runner-up: Wealthsimple
- Honorable Mention: SoFi
Posted on August 10, 2020
Best Robo Advisor for 2020
- Winner: SigFig
- Runner-up: TD Ameritrade
- Honorable Mention: Fidelity Go
Posted on August 10, 2020
Best Robo for Complex Financial Planning 2020
Winner: Vanguard Personal Advisor Services
Runner-Up: Personal Capital
Honorable Mentions: Ellevest & Wealthsimple
