Robo-Advisors

Wealthfront reported earnings for the first time since the stock made its trading debut in an IPO in December.

The company is dropping its premium-tier offering but maintaining its stand-alone digital service for clients.

The company is the first publicly-traded robo-advisor and it got a $2.7 billion valuation in its first day of trading.

New J.D. Power rankings of customer satisfaction with financial websites and apps credits top performers with sleek and intuitive designs that didn’t pile on too many features.

U.S. Bank’s move comes after UBS, JPMorgan Chase, and other companies have rethought their approach to digital advice.

Investors increasingly don’t want to choose between DIY and financial advice—they want both, according to Betterment CEO Sarah Levy.

The company’s digital advice service is gaining traction with customers.

The company now known as Tandems is focusing on providing software that will improve financial advisor productivity.

The robo from Interactive Brokers got a boost from international stocks, while Robinhood’s robo is picking individual stocks.

The company is one of the pioneers of digital advice and has $85 billion in total client assets.

Traders now can have an AI stockpicker make those tough investment decisions

The company launched the robo-advisor in 2018, aiming to serve clients with smaller sums to invest.

The company wants to win more business from independent financial advisors and thinks Rowboat’s portfolio management solutions will have appeal.

The 39-year-old CEO of robo-advisor Wealthfront says his company’s technology is ahead of its bigger rivals.