Tag: Wells Fargo

Posted on April 15, 2021

Best Robo Advisor for 2021

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

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Posted on February 22, 2021

SigFig started as an offshoot of Wikinvest, a Wikipedia-style resource for investors.  Launched in 2012 as a free portfolio tracking and investment advisor referral service, SigFig is now one of the original robo advisors still in operation.  Between its platform and strategic partnerships with incumbent institutions such as UBS and Wells Fargo, SigFig has grown to over $835 million in assets under management.

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Posted on February 17, 2021

Wells Fargo Intuitive Investor, Wealthsimple, and SigFig stand out for strong robo advisor performance over the three- and five-year periods. This article outlines their portfolios and the drivers behind their success.

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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 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 March 8, 2020

  • The recent shock from the coronavirus has pushed the down S&P 500 down as much as 27%
  • The drop provided robo advisors with an opportunity to place tax-loss harvesting trades
  • Only a few robo advisors have heavy fixed income allocation to Treasury bonds, one of the few areas of the market that has fared well during the crisis
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