Tag: Schwab Intelligent Portfolios

Posted on March 11, 2021

  • 2020 was another significant year for robo advisor trends: Empower buys Personal Capital, Motif closes doors, ESG investing on the rise
  • Direct indexing becomes increasingly popular as BlackRock buys Aperio and Schwab buys tech from Motif
  • Walmart announced a partnership with Ribbit Capital potentially making financial planning more available – another major robo advisor trend
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Posted on November 20, 2020

Overview:

Saving for retirement is one of the most critical and personal objectives for investors. In The Robo Report, we try to make this process easier by providing transparency on retirement robo advisors. This article will primarily take a particular look at three standout robos whose performance has been stellar over the last three years: SoFi, T. Rowe Price, and Fidelity Go

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Posted on November 17, 2020

  • Robos have 8% adoption across the US, according to Hearts and Wallets
  • Millennials show higher adoption rates of robos, especially those with more to invest
  • Fidelity, Bank of America, and Schwab launch new, free financial planning tools that are natural funnels to investment management
  • Wealthsimple and M1 raise large sums of new funding despite recent industry closures
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Posted on September 21, 2019

When digital investing was first introduced, platforms quickly began accumulating assets. Digital advisors were labeled industry disruptors, as talks of fee compression, the commoditization of professional asset management, and disruption of the investment advice industry ran rampant.  Digital advice providers had the advantage of emerging during a historic multi-year bull market. Over the last four years, the market has continued to mature, adoption has spread across major financial institutions, and new consumer trends have emerged. An increasing number of companies are battling for market share and institutions have developed their own offerings.  In the race to achieve scale, the largest independent advisors continue to expand product offerings to stay a step ahead of incumbent players and maintain impressive rates of asset accumulation.  

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Posted on September 10, 2019

Top Performers*:

1-Year Trailing Top Performers

  • Fidelity Go IRA – 6.55%
  • TD Ameritrade IRA – 5.87%
  • WiseBanyan IRA – 5.61%

2-Year Trailing Top Performers

  • Fidelity Go IRA – 8.25%
  • WiseBanyan IRA – 8.07%
  • TD Ameritrade IRA – 7.45%

*Based on Total Portfolio Return above/below Normalized Benchmark

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Posted on August 2, 2019

  • Betterment launches a new cash account with an industry-high APY; a debit card and checking account will soon follow 
  • Robos transition to more complete personal finance platforms 
  • Banking giant JP Morgan enters crowded robo field with You Invest Portfolios
  • Merrill Edge adds Guided Investing with an Advisor
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