Tag: Robo Review

Posted on May 26, 2020

Overview

Vanguard Digital Advisor is the new robo advisor offered by the industry-heavyweight, Vanguard. This service is the new digital-only alternative to Vanguard’s popular hybrid-advisor offering, Vanguard Personal Advisor Services. Although some of the features are not fully available yet like “emergency funds” and “prepare for you debt”, we were excited to take a close look at this new offering. Vanguard for some time now has been the pioneer of low-cost investing, and now it has its own fully-automated robo advisor. 

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Posted on May 1, 2020

Vanguard:

Ranked #1 for Best Robo for Complex Financial Planning Needs

Ranked #2 for Best Overall Robo

Overview

With over $140 billion in assets under management, Vanguard’s Personal Advisor Services is the largest direct-to-consumer robo advisor. Vanguard offers a compelling robo with low fees and strong access to live advisors. In our most recent Robo Ranking, Vanguard’s Personal Advisor Services was ranked the Best Robo for Complex Financial Planning Needs, and it was ranked second in the Best Overall Robo and Best Robo from an Incumbent Financial Institution categories. 

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Posted on April 2, 2020

Ranked #3 for Best Overall Robo


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 $485 million in assets under management, as of December 31, 2018.  

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