robo-advisor

Advisor Upside

Get Used to Not Being Your Clients’ Only Wealth Manager

Photo by Tahir osman via Unsplash

As clients continue to adopt a more branched model of managing their finances, it might be something advisors just have to accept.

2 min read

Photo by Mike Mozart via CC BY 2.0

Advisor Upside

Schwab Scraps its Premium Robo Advisor Platform

Low profit margins and scalability likely contributed to Schwab’s decision to close its premium robo tier.

2 min read
Photo by Emilipothèse via Unsplash

Advisor Upside

Why US Bank, UBS, JPMorgan All Shut Down Their Robo Advisors

Thin margins are one reason, but the shutdowns don’t necessarily spell the end of automated advice.

2 min read
Photo by Harry Shum via Pexels

Advisor Upside

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

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

2 min read

Advisor Upside

Betterment to Buy Sallie Krawcheck’s Ellevest Robo Accounts

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

1 min read

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