A robo-advisor is an automated investment platform that builds and manages portfolios based on an investor’s goals and risk ...

New Escalent study shows 42% of affluent investors use traditional advisors while robo advisor usage jumps to 20% across age ...

Seventeen years after its founding, the Silicon Valley-based advisor targeting the affluent with automated investing portfolios and mortgages is finally hitting public markets with a $2.1 billion ...

AI robo-advisors are on the rise. But having a platform manage your money may not be the right move for your situation, ...

Robo advisors automatically allocate your funds for hands-off investing, while human advisors take a more guided approach to your investments and provide additional financial planning services ...

Robo-advisors have become one of the easiest ways to invest without having to actively manage your portfolio. The best platforms handle everything for you — from building a diversified mix of stocks ...

Americans are increasingly comfortable letting AI crunch the numbers, but they still want a human in the loop for ...

The company is one of the pioneers of the robo-advisor sector and has 1.3 million funded customers and $88 billion in ...

Palo Alto robo-advisor Wealthfront finally made its public debut. "We have a chip on our shoulder," one longtime executive ...

Pave Finance, a Wealthtech firm that provides automated investment advice, has integrated with Morningstar. Morningstar is a ...

Alison Dooeher details how Schwab supports advisors adopting hybrid tech stacks and AI tools while maintaining personalized client relationships ...