Tag: Tax Loss Harvesting

Posted on December 22, 2019

Vanguard:

Ranked #1 for Best Robo for Complex Financial Planning Needs

Ranked #2 for Best Overall Robo

Ranked #2 for Best Robo from an Incumbent Financial Institution

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 November 21, 2019

Should you use a robo advisor? Whether you are new to investing or not, the automated investing technology that robos provide can alleviate some of the stress and confusion related to investing. If you are not familiar with robo advisors, we suggest reading our breakdown first. 

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Posted on October 28, 2019

Betterment and Wealthfront—the pioneers of the robo-advice industry—are the two largest independent advisors today. Both were founded a decade ago and have helped bring a revolution to the financial advice industry by making professional money management available to and affordable for everyone. We break out the differences between the two to see which one is better for you. Our performance figures are accurate and based on real accounts that we have open with both providers. 

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Posted on September 20, 2019

SoFi, a company initially focused on consolidating student loan debt, has been aggressively expanding into other areas of financial services. Within the past two years, they launched a robo-investing platform, high-interest cash account, and a self-directed brokerage platform with commission-free trading. Most recently, they announced proprietary ETFs offering an introductory 0% expense ratio through June 2020.

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Posted on September 5, 2019

Winner: Fidelity Go
Runner-Up: Vanguard Personal Advisor Services
Honorable Mention: SigFig

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Posted on September 5, 2019

Winner: Fidelity Go
Runner-Up: WiseBanyan

We awarded the Best Robo for Performance at a Low Cost to the top-performing robos over the prior two-year period: Fidelity Go and WiseBanyan.  

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