Tag: TD Ameritrade

Posted on December 1, 2020

Best Robo Advisor for 2020

  • Winner: SigFig
  • Runner-up: TD Ameritrade
  • Honorable Mention: Fidelity Go
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Posted on November 13, 2020

  • Four of the six SRI portfolios outperformed their standard counterparts among those with a two-year performance history, despite higher fund fees for SRI options
  • The two cases where the standard portfolio outperformed—Ellevest and TD Ameritrade—were only by a small margin
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Posted on September 1, 2020

  • Motif closed its doors after raising $126mm and being one of the early innovators in the space
  • Empower purchases Personal Capital for approximately $1 billion representing the largest acquisition we have seen to date
  • Goldman Sachs set to release robo in 2021 after falling behind competition. Will they have a last-move advantage?
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Posted on August 24, 2020

  • On the surface, many robos describe their TLH services similarly but, in practice, we are seeing meaningful differences in execution
  • TD Ameritrade, Schwab, and Wealthfront accounts stood out for having significant TLH trades
  • SigFig, Citizens Bank, and UBS show little or no activity during the period
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Posted on August 21, 2020

  • Equity markets declined sharply in March giving robos an opportunity for timely rebalancing trades
  • Schwab, Wealthfront, Edelman, and more had notable rebalances from bonds to stocks during the lows
  • The juggernaut Vanguard and others did not rebalance during the entire six-month period
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Posted on August 14, 2020

  • Socially Responsible Investing continues to garner interest; 2019 net fund flows nearly 4X times greater than 2018 flows
  • Portfolio Sustainability metrics only slightly improve by choosing conscientious options
  • SRI funds are more expensive but promising performance has offset the fee hike thus far
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