robo-advisor

Advisor Upside

Why Big Brokerages Like UBS, Goldman and JPMorgan Are Ditching Their Robo-Advisors

Photo by Harry Shum via Pexels

A fundamental challenge for robo-advisors, at big brokerages and independent shops alike, has been the razor-thin margins.

2 min read

Photo by TechCrunch via CC BY 2.0

Advisor Upside

Betterment to Buy Sallie Krawcheck’s Ellevest Robo Accounts

Ellevest plans to focus on its private wealth management and financial planning business lines going forward.

1 min read

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