Tag: Vanguard

Posted on July 15, 2021

Best Robo Advisor for 2021

● Winner: SigFig
● Runner-up: SoFi
● Honorable Mention: Fidelity Go

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Posted on May 26, 2021

  • In 2020, the wealth-tech industry raised over $3.7 billion in new funding
  • Betterment grew its AUM from approximately $18 billion in 2020 to over $28 billion
  • Schwab experienced 51% growth in digitally advised assets
  • Walmart is partnering with Ribbit Capital, a large Robinhood backer, to launch a service called Hazel
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Posted on May 10, 2021

With over $170 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.

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Posted on March 9, 2021

  • The volatility of 2020 made for an interesting case study to observe robo advisor rebalancing
  • Some accounts showed decisive rebalancing trades when the market was most fearful, displaying the merits of automatic robo advisor rebalancing
  • We estimate that select robo advisors in our study earned an additional 0.50% to 1.50% due to automatic rebalancing in 2020
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Posted on February 24, 2021

Best Robo for Complex Financial Planning 2021

  • Winner: Vanguard Personal Advisor Services
  • Runner-Up: Personal Capital
  • Honorable Mentions: Ellevest & Wealthsimple
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Posted on February 22, 2021

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. 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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