Your Stock Trades Go Free But Your Cash Is In Chains (Wall Street Journal, Oct 2, 2019)
SoFi Refunds Investors Hit By Capital Gains from Proprietary ETFs (ETF Trends, Sep 25, 2019)
SoFi Pays Customers for Unexpected Tax Hit (Wall Street Journal, Sep 24, 2019)
SoFi Refunds Investors for Tax Hit Caused by Proprietary ETFs (Investment News, Sep 23, 2019)
Robo-Advisors 2019: Still Waiting For the Revolution (Investopedia, Sep 23, 2019)
Vanguard Preparing to Offer Digital-Only Robo-Advisor (Think Advisor, Sep 19, 2019)
Vanguard Pilots New Robo Offering (Wealth Management, Sep 18, 2019)
Vanguard’s Planned Robo Poised to Shake Up Automated Investing (Financial Planning, Sep 18, 2019)
Vanguard Pilots Digital-Only Financial Planning and Advice Product (Investment News, Sep 18, 2019)
Ally’s No Free Robo Takes a Play From Schwab’s Playbook (Financial Planning, Sep 18, 2019)
Wealthfront’s Assets Have Almost Doubled This Year (ThinkAdvisor, Sep 11, 2019)
Enter the Robos (Advisor Magazine, Sep 3, 2019)
Week’s Best: Fidelity, Vanguard Take Robo Gold and Silver (Barron’s, Aug 26, 2019)
Fidelity, vanguard at Top of Robo Heap — Barrons.com (Wall Street Journal, Aug 22, 2019)
Fidelity’s Robo-Advisor Ranked as Nation’s Best (Financial Advisor, Aug 22, 2019)
Robos Cutting Rates on Savings Accounts, Adding SRI Portfolios (ThinkAdvisor, Aug 21, 2019)
Acquisitions and Closures Means Fewer Robos (ThinkAdvisor, Aug 21, 2019)
Fidelity, Vanguard at Top Robo Heap (Barron’s, Aug 20, 2019)
The Best Robo-Advisors For Different Investors (Investment News, Aug 20, 2019)
Backend Benchmarking: Fidelity Go Remains Top Overall Robo (Wealth Management, Aug 19, 2019)
Schwab Hybrid Robo Sees Early Success with Subscription Pricing (Investment News, Aug 19, 2019)
Interest Rates Are Falling on Even the Most Generous Savings Accounts. Blame the Fed (Barron’s, Aug 14, 2019)
Robos Look Beyond Investing (Barron’s, Jul 29, 2019)
PacLife Pulls the Plug on ESG Robo (Ignites – Financial Times, Jul 29, 2019)
Robo Advisors Are Still Hot. Here’s How Their Portfolios Are Producing (Barron’s, Jul 26, 2019)
Swell Investing, Pacific Life’s Green Investing Platform, to Close (Wealth Management, Jul 25, 2019)
Another Robo-Advisor Bites the Dust (ThinkAdvisor, Jul 25, 2019)
Betterment Escalates Robo Battle With New 2.69 Percent Interest Rate (Investment News, Jul 23, 2019)
Betterment Moves Into Banking (ThinkAdvisor, Jul 23, 2019)
Beyond Robo: How Will Asset Managers Navigate the Future of Digital Advice? (Fund Intelligence, Jul 11, 2019)
JPMorgan Chase Goes Robo, With Fee Twist (Barron’s, Jul 11, 2019)
JPMorgan Has Entered a Crowded Field of Robo Advisors. Here’s How Its Fees Stack Up (Barron’s, Jul 11, 2019)
Personal Capital latest digital adviser to offer high-yield cash accounts (Investment News, Jun 11, 2019)
J.P. Morgan Reveals Robo Pricing, Preps Launch (Ignites – Financial Times, Jun 3, 2019)
Merrill Lynch adding human advisers to Guided Investing robo (Investment News, Jun 3, 2019)
Robo-Advisers Expand Services and Experience Some Growing Pains (AAII, Jun 1, 2019)
Melinda Gates is Funding This Wall Street Rebel Who Is Teaching Women to Invest and Stick It To the Banks (CNBC, May 23, 2019)
Robo Advisor Performance For Q1 2019 Available for Advisors (Financial Advisor IQ – ThinkTank, May 7, 2019)
SoFi’s Fund Swap Debacle Overshadows Strong Quarter for Robos (WealthManagement, Apr 26, 2019)
The Next Frontier Robo-Advisors Are Attacking (ThinkAdvisor, Apr 26, 2019)
Fintechs find new focus helping clients with cash management (Investment News, Apr 26, 2019)
Robo researcher claims SoFi trades triggered capital gains tax hit (Investment News, Apr 26, 2019)
For Some SoFi Clients, No-Fee ETFs Have a Cost (Barron’s, Apr 23, 2019)
SoFi’s No-Fee ETF Launch Saddles Some Customers With Tax Bills (WSJ, Apr 19, 2019)
Beware the Bold Claims of Tax-Loss Harvesting (WSJ, Apr 13, 2019)
Why there’s no telling who’s winning in ETF portfolios (Wealth Professional (CA), Apr 12, 2019)
Vanguard Wants PAS Off Robo Rankings (Ignites – Financial Times, Apr 9, 2019)
How’s Your ETF Portfolio Doing? Good Luck Finding Out (WSJ, Apr 7, 2019)
Schwab Switches Up Pricing on Robo Service (Ignites – Financial Times, Mar 29, 2019)
Why Schwab’s New Pricing Plan Is a Big Deal (ThinkAdvisor, Mar 28, 2019)
Stash Rewards Shoppers With Stocks and ETFs Instead of Points (ThinkAdvisor, Mar 14, 2019)
SigFig, Schwab, WiseBanyan Lead Robo Performance Race: Study (Ignites – Financial Times, Mar 1, 2019)
Fidelity Go Takes Top Spot In Rankings of Robo Advisors (Forbes, Feb 26, 2019)
The Best Performing Robo-Advisors of 2018 (ThinkAdvisor, Feb 22, 2019)
SoFi Now Offering No-Fee Brokerage for Stock and ETF Trades (ThinkAdvisor, Feb 21, 2019)
SigFig Takes the Crown in Three-Year Returns, but Caveats Apply (Wealth Management, Feb 19, 2019)
Three Year Performance Numbers Available in New 10th Edition of The Robo Report™ by Backend Benchmarking Published For Q4 2018 (AP News, Feb 14, 2019)
Fidelity Go Ranked Best Overall Robo-Advisor (ThinkAdvisor, Jan 29, 2019)
Fidelity Go Ranked “Best Overall Robo” (Wealth Management, Jan 28, 2019)
The best robo-advisers for different investors (InvestmentNews, Jan 26, 2019)


Wealthfront, Betterment Make Grab for More Investor Wallet (Ignites – Financial Times, Dec 19, 2018)
Wealthfront Unleashes Free Financial Planning via App (ThinkAdvisor, Dec 6, 2018)
Zacks Advantage Earns Top Spot in Robo Performance Rankings. The Actively Managed, Boutique Robo Advisor, Tops Robo Report Ranking for First Time (Zacks Press release, Nov 29, 2018)
Robo Advisor Performance For Q3 2018 Now Available for Advisors (Financial Advisor IQ, Nov 27, 2018)
Overstock Robo Overperforms With Stock Allocation (Ignites – Financial Times, Nov 9, 2018)
Fidelity Go Replaces Vanguard as Top Robo-Advisor for Q3 (Financial Advisor IQ, Nov 9, 2018)
10 largest robo-advisers by AUM (Investment News, Nov 8, 2018)
Vanguard Knocked From Top Spot in Robo Performance Rankings (Wealth Managment, Nov 7, 2018)
Robos Vie for Young Investors, Gird for Tech Titans’ Entry (Ignites – Financial Times, Oct 8, 2018)
What to Do if Your Robo Adviser Shuts Down (WSJ, Oct 7, 2018)
Robo Advisor Data For 2nd Quarter 2018 Now Available for Advisors (Financial Advisor IQ, Sep 25, 2018)
Latest ranking of the robos still ruffling feathers (Investment News, Aug 30, 2018)
Vanguard Personal Advisor Services Ranked ‘Best Overall’ (Wealth Management, Aug 28, 2018)
Vanguard’s Robo Tops New Ranking (ThinkAdvisor, Aug 28, 2018)
A Look at Scale Across Automated Investment Platforms (Wealth Management, Aug 27, 2018)
Who’s Departed, Who’s Left and Who’s Leading Among Robo-Advisors (Financial Advisor IQ, Aug 12, 2018)
Robos Take Volatility in Stride (Wealth Managment, Aug 7, 2018)
Vanguard Personal Advisor Services leads robos in risk-adjusted returns (Investment News, Aug 7, 2018)
What Factor Matters Most to Robo Investors? (Ignites – Financial Times, Jul 31, 2018)
Robo Rankings: Vanguard Rated Best Overall (Ignites – Financial Times, Jul 30, 2018)
The Top Robo Advisors: An Exclusive Ranking — Barrons.com (WSJ, Jul 30, 2018)
New Ranking Finds Vanguard’s Robo-Advisor Rules The Roost (FA Magazine, Jul 30, 2018)
Vanguard Robo-Advisor Smokes Rivals (Barron’s, Jul 30, 2018)
The Top Robo Advisors: An Exclusive Ranking (Barron’s, Jul 30, 2018)
How and Why Barron’s Ranked Robo-Advisors (Barron’s, Jul 28, 2018)
RIA ‘Shark Tank’ backs a digital adviser out of the gate (Investment News, Jul 18, 2018)
Writing on the wall for direct-to-consumer robo startups (Investment News, Jul 17, 2018)
What’s Killing the Robo Advisors? (Barron’s, Jul 17, 2018)
Another Robo Rides Into The Sunset (FA Magazine, Jul 13, 2018)
A Robo-Advisor Bites the Dust (Barron’s, Jul 12, 2018)
This Is the Best Robo-Advisor for Every Investor, From Beginner to Advanced (Money, Jul 9, 2018)
The 10 Largest Robo-Advisors (Ignites – Financial Times, Jun 28, 2018)
SigFig raises another $50 million in venture capital (Investment News, Jun 19, 2018)
Robo-Advisor Performance Is Only One Piece of the Puzzle (Nerd Wallet, Jun 14, 2018)
Robo Advisor Performance For Q1 2018 Now Available for Advisors (Financial Advisor IQ, May 18, 2018)
The Top 34 Robo-Advisors of 2019 (Super Money, May 14, 2018)
Robo Advisor Performance For Q1 2018 Now Available for Advisors (Advisor Perspectives, May 14, 2018)
Leading Robo-Advisors Post Negative First Quarter Returns (FA Magazine, Apr 30, 2018)
Robos See Red in 2018 (Wealth Management, Apr 25, 2018)
2 New Robo-Advisors Among the Top Performers in Q1 (ThinkAdvisor, Apr 25, 2018)
Wealthfront boots researchers off platform for violating terms of service (Investment News, Apr 24, 2018)
Investing startup Acorns just took a page out of Netflix’s playbook (Business Insider, Apr 24, 2018)
How to make sure you’re investing with the right robo-advisor (CNBC, Apr 9, 2018)
Where condors dare: Founder of wealth management firm enjoys life on the edge (ROI New Jersey, Mar 20, 2018)
Robo Advisor Data For Two Year Period Now Available for Advisors (Financial Advisor IQ, Mar 12, 2018)
From Barron’s: As Robo-Advisors Cross $200 Billion in Assets, Schwab Receives Recognition for Performance (Schwab, Mar 7, 2018)
Amazon has the potential to upend a booming investment business, and it’s keeping industry insiders up at night (Business Insider, Mar 7, 2018)
Why Amazon is moving into finance, and what it means for advisers (Investment News, Mar 6, 2018)
Robo Advisor Data For Two Year Period Now Available for Advisors (Advisor Perspectives, Mar 6, 2018)
Angel Investor Tax Credits Help Investment Analytics Firm Grow (Globe St, Mar 5, 2018)
​State Resources Propel BackEnd Benchmarking’s Quest for Transparency in Robo-Advising Industry (NJEDA, Mar 1, 2018)
How to Create Your Own Robo Advisor (US News, Feb 28, 2018)
Should You Hire or Fire Your Robo Adviser? (Kiplinger, Feb 27, 2018)
Is Your Robo-Adviser Really a Robot? (Wealth Advisor, Feb 20, 2018)
Robo Report: Q4 2017 Performance Review & Glitches in Volatile Markets (AAII, Feb 17, 2018)
Is Your Robo-Adviser Really a Robot? (The Street, Feb 16, 2018)
Market pullback presents robo-advisers with biggest test yet (Investment News, Feb 6, 2018)
As Robo-Advisors Cross $200 Billion in Assets, Schwab Leads in Performance (Barron’s, Feb 3, 2018)
These Are the Top-Performing Robo-Advisors Over the Past 2 Years (ThinkAdvisor, Feb 2, 2018)
Robo-Advisors Expanding To Insurance And Vehicle Purchases (Soprasteria, Feb 2, 2018)
Robos with the best and worst portfolios over the last two years (Investment News, Feb 2, 2018)
New Robo Report™ Offers 2 Year Performance Numbers for 7 Top Robo Advisors In New Q4 2017 Report; Publisher BackEnd Benchmarking Interviews Robo Advisors (Business Insider (Press Release), Feb 2, 2018)
Maybe Robo-Advisors Aren’t Millennial-Seeking Vampires After All (Barron’s, Feb 2, 2018)
The New Transparency of Robos (Advisor Magazine, Feb 2, 2018)


Q3 2017 Robo Report: Increase in Tax Planning Tools (AAII, Dec 16, 2017)
Robo Advice Data for Q3 2017 Now Available for Advisors (Advisor Perspectives, Nov 30, 2017)
The Differences Between Robos are Breathtaking (Financial Advisor IQ, Nov 28, 2017)
Robo-Advisor Returns For Clients Vary Greatly, New Report Finds (FA Magazine, Nov 22, 2017)
Charles Schwab’s Intelligent Portfolio Is Top Robo-Advisor in Q3: Backend Benchmarking (Investopedia, Nov 22, 2017)
Betterment, the investing startup with $11 billion in assets, is rolling out a new service to make charitable giving easier (Business Insider, Nov 15, 2017)
Robo Performance Varies Widely (Barron’s, Oct 24, 2017)
Schwab Is Number One Robo for Q3 (Barron’s, Oct 24, 2017)
Robo Returns: Schwab Intelligent Portfolios Leads Q3 (Wealth Managment, Oct 23, 2017)
Schwab Ruled the Robo Roost in Q3 (ThinkAdvisor, Oct 23, 2017)
New Robo Report for Q3 2017 (Financial Advisor IQ, Sep 30, 2017)
Q2 2017 Robo Report Sees More Hybrid Advice Models (AAII, Sep 16, 2017)
Robo Advice Data Now Available for Advisors (Advisor Perspectives, Sep 15, 2017)
Robo Advisers Get the Human Touch (Kiplinger, Sep 1, 2017)
RIA Uncovers The Hidden Diversity Among Roboadvisors (FA Magazine, Aug 31, 2017)
Vanguard Is Way Ahead in the Robo Race (ThinkAdvisor, Aug 11, 2017)
And the Top-Performing Robo-Advisors Are … (Barron’s, Jul 31, 2017)
Which Robo Is Best for Your Portfolio? (Barron’s, Jul 29, 2017)
Rating the Robo-Advisors (Barron’s, Jul 29, 2017)
The Robo Report Invests in and Tracks Robo-Advisers (AAII, Jun 17, 2017)
Abundance of New Robos Puts Pressure on Early Entrants (Ignites – Financial Times, Jun 5, 2017)
The Robo-Report on Advisor Performance (Advisor Magazine, May 17, 2017)
Who Were the Best Robo-Advisors in Q1? (ThinkAdvisor, May 15, 2017)
Can technology-enabled investment platforms deliver what they promise? (The Star, May 11, 2017)
Evaluating the Robos: Not all robo-advisors are created equal, so investors must do their due diligence (Real Assets Adviser, Mar 1, 2017)
Investment Returns From Robo-Advisors Can Vary Widely, But Why? (The Street, Feb 17, 2017)
Getting a handle on robo-advisers’ returns (Investment News, Feb 5, 2017)
Battle of the Robo-Returns (Barron’s, Jan 26, 2017)
When it comes to investment returns, not all robos measure up (Investment News, Jan 25, 2017)
Everything You Need to Know About Using and Choosing a Robo-Advisor (Money, Jan 18, 2017)


New Benchmarking Service Reveals Robo Leaders and Laggards (Financial Advisor IQ, Dec 7, 2016)
RIA Tests Robo-Advisors by Investing with Them (Investopedia, Dec 6, 2016)
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in Them (ThinkAdvisor, Dec 1, 2016)
Robo-Advisers Boom, but Human Help Not Going Away (Bloomberg, Nov 4, 2016)
Spotlight on Robo Advisers’ Returns (WSJ, Nov 1, 2016)
Returns vary widely for robo-advisors with similar risk (CNBC, Sep 7, 2016)