Tag: The Robo Report

Posted on July 2, 2020

Welcome to the Backend Benchmarking company update. In this article, we share news of our cover story in the American Association of Individual Investors Journal, an update on the research team’s preparations for the 2Q Robo Report and Robo Ranking, notes on the development team’s work on custom benchmarking, and a link to our updated home page.

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Posted on June 12, 2020

In the first quarter of 2020, Backend Benchmarking had the opportunity to see how the robo-advice landscape reacted during a major sell-off. From a performance perspective, our Q1 Robo Report noted that our robo accounts generally declined in proportion to their equity percentage, albeit with some interesting exceptions. However, there has been an unexpected surge in new-account openings in robos even in spite of the market decline. 

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Posted on May 18, 2020

Welcome to the May 2020 Backend Benchmarking company update. In this post, we share news of our recent media coverage (Barron’s, Forbes, and others), highlights from the Q1 2020 Robo Report that our research team just released, an update on our development team’s progress, and the last opportunity to have your RIA compared to their peers in our next study.

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Posted on May 14, 2020

  • TD Ameritrade, Wells Fargo, and Axos captured more upside than downside
  • Our Wealthsimple suite impressed with downside reduction
  • Decisions in fixed income drive risk mitigation
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Posted on May 8, 2020

  • SigFig, Fidelity Go, and Axos Invest win three-year top-performer prizes
  • Three-year fixed income returns surpass equity returns
  • Investment-grade corporates and treasuries help robos deal with volatile markets
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Posted on April 15, 2020

Best Robo for Complex Financial Planning 2020

Winner: Vanguard Personal Advisor Services
Runner-Up: Personal Capital
Honorable Mentions: Ellevest & Wealthsimple

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