robo-advisors

Wealthfront is one of the leading players in the growing robo-advisor fintech vertical and this year has redefined what it means to be an automated advisor. Based in Redwood City, Calif., the company offers a hands-off digital investment and financial planning app that manages investments for...

In this digital world, more and more services are getting automated by each passing day. Financial advice and portfolio management is no exception. These industries are deploying robo-advisors, which provide online financial advice and automated portfolio management services with the help of...

Modern Portfolio Theory (MPT) is an investment theory popularized in a 1952 paper by Harry Markowitz entitled “Portfolio Selection.” The idea behind MPT is that investors should identify and select the lowest-risk allocation for a given expected portfolio return. While most investors...

The financial services industry has gnashed its teeth over the rise of fintech, and more specifically robo-advisors. Innovations in the finance space threaten to leave thousands of financial professionals unemployed (and potentially unemployable), as investment decisions are increasingly...

Robo-advisors have burst onto the trading scene in recent years, and some estimates suggest these automated trading algorithms will be responsible for nearly half a trillion dollars of assets under management (AUM) by 2020. With that much money on the line, Trade Ideas co-founder and managing...

Imagine you are an young investor with an IRA account of $50,000 and turned away by an asset manager? This is a real-world scenario and happens with all the firms forced to shun such low-cost accounts, as they don't provide much return on investment. To overcome this issue, many wealth...

While mobile banking innovations have taken leaps and bounds within the last year, using always-accessible tech gadgets is not limited to the casual financer. Mobile wallets have taken the average American by storm, providing banking options at the swipe on a cell or a touch on an Apple Watch....