Tag: Wealthsimple

Posted on June 10, 2021

Read More…

Posted on April 7, 2021

  • Merrill Edge has substantially cut its minimum, eToro announced it will go public via SPAC, and Stash launched its robo advisor
  • Meanwhile, some industry shake-ups include Wealthsimple leaving the U.S. market and M1 raising new funding
  • Lastly, Chinese robo advisor BangNiTou crosses 1 million users
Read More…

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
Read More…

Posted on February 11, 2021

Robo advisors struggled early on in 2020 but came back strong. However, not all robos had the same returns. Titan Invest, Morgan Stanley Robotics, Morgan Stanley Emerging Consumer, Interactive Advisors (Legg Mason Growth and Income portfolio), Wealthsimple, and SigFig all stood as top-performing robo advisors in 2020.

Read More…

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

Read More…

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
Read More…