Tag: Wealthsimple

Posted on June 4, 2020

  • Titan Invest claims top spot in the first quarter
  • Wealthsimple fares well thanks to low volatility ETF holdings
  • SRI portfolios do well, taking two of the top three spots over the quarter
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Posted on June 1, 2020

Overview:

One of the most common goals we aim for as investors is building a sufficient nest egg for retirement. Years of earning, saving, and withstanding volatility are some of the sacrifices necessary to be comfortable and financially secure in our old age. One of the ways Backend Benchmarking hopes to make this a little easier is by providing transparency and insight into the robo-advisor IRA space. For this article, we focus on robo-advisor performance during the COVID-19 sell-off.

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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 1, 2020

  • SRI portfolios remain popular and continue to perform well
  • Wealthsimple SRI is the top 1- and 2-year total portfolio performer
  • Morgan Stanley SRI leads 1-year equity performance
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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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Posted on March 27, 2020

Welcome to the March 2020 Backend Benchmarking company update. Today, we share an update from our research team on the robos’ movements during the recent market volatility, our progress on application development, Backend Benchmarking’s recent media appearances, and our plan to acquire our first users inexpensively.

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