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TheRoboReport's profile picture. The Robo Report® is an ongoing study that monitors the most well-known robo advisors. Subscribe for our free quarterly report!

The Robo Report®

@TheRoboReport

The Robo Report® is an ongoing study that monitors the most well-known robo advisors. Subscribe for our free quarterly report!

338Posts 441Followers 97Following
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
May 29

UBS is set to close its robo-advisor, UBS Advice Advantage, joining a broader industry trend of major banks retreating from purely digital advisory services. Full article: barrons.com/advisor/articl… #WealthManagement #DigitalAdvice #FinancialPlanning

TheRoboReport's tweet card. The company launched the robo-advisor in 2018, aiming to serve clients with smaller sums to invest.
UBS to Close Robo-Advisor. It’s the Latest Big Bank to Throw in the Towel.
Source: barrons.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
May 27

We're proud to share that our Manager of Investment Research was featured in a recent Financial Advisor IQ article discussing the evolving landscape of robo-advisors and how they fare against traditional financial advising. Read the full article here: financialadvisoriq.com/c/4848504/6600…

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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
May 20

Our Manager of Investment Research, David Goldstone, recently weighed in with his insights in @RIABiz's coverage of @RobinhoodApp's latest RIA initiative. Read the whole piece here: riabiz.com/a/2025/4/22/ro… #WealthManagement #RoboAdvice #Fintech

TheRoboReport's tweet card. 'DNA' and rule issues are real but legal sources say Congress could soon make the firm's gambling foray a moot point.
Robinhood's surefire 'RIA' play -- custody and robo-advice -- just got shakier as its 'betting'...
Source: riabiz.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
May 15

The First Quarter 2025 Robo Report® has been released! Check out our latest Report here: condorcapital.com/the-robo-repor… #FinTech #RoboAdvisor #Investments #Finance

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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
May 13

David Goldstone, our Manager of Investment Research, was quoted in Citywire's recent article discussing Betterment's strategic move into self-directed investing. This development marks a significant shift in the digital wealth management landscape. citywire.com/ria/news/whats…

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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Apr 7

Our Research Manager, David Goldstone, was quoted in RIABiz's recent article discussing Betterment's fee adjustments and their implications for the robo-advisory industry. Check out his insights on the robo landscape: riabiz.com/a/2025/4/5/bet… #RoboAdvisors #WealthManagement

TheRoboReport's tweet card. The New York robo imposed 65 basis points in 2024 on humanized $1-million-plus accounts, but is not competing with RIAs and 'never has been'
Betterment trims fee despite 'no pressure,' and can still upcharge 160% over robo fee by upselling...
Source: riabiz.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Mar 20

We are pleased to share that our research has been featured in @Kiplinger's latest article on choosing the best robo-advisor. Understanding how to navigate the investment landscape is more important than ever. Read the full article here: kiplinger.com/investing/how-… #RoboAdvisors

TheRoboReport's tweet card. Use Kiplinger's guide to the best robo advisers to assess the growing array of low-cost, computer-driven investment managers and decide which one works for you.
How to Pick the Best Robo Adviser For You
Source: kiplinger.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Dec 23

Our Manager of Investment Research, David Goldstone, was quoted in this @barronsonline article exploring Vanguard's and Robinhood's latest moves in the wealth management space. Read the full article: barrons.com/advisor/articl… #FinancialPlanning #WealthManagement

TheRoboReport's tweet card. Two very different companies are expanding in the same area of financial services.
What Vanguard and Robinhood Have in Common Might Surprise You
Source: barrons.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Nov 26

Our data was recently featured in @ThinkAdvisor's article on the 10 best-performing robo-advisors for Q3 2024. We're proud to contribute to insights that help investors make informed decisions about automated investment solutions. Read the article here: thinkadvisor.com/2024/11/20/10-…

TheRoboReport's tweet card. Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.
10 Best Performing Robo-Advisors: Q3 2024
Source: thinkadvisor.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Nov 19

David Goldstone, our Manager of Investment Research, was cited in a recent @barronsonline article discussing @SoFi's addition of alternative investments to its robo-advisor platform. Read the article to learn more: barrons.com/advisor/articl… #RoboAdvisors #AlternativeInvestments

TheRoboReport's tweet card. The company’s digital advice offering will now charge a fee in line with competitors.
SoFi Debuts Revamped Robo-Advisor: New Fee, More Investment Options
Source: barrons.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Aug 20, 2024

Our latest research was featured in @barronsonline! See how our in-depth analysis and data helped shape the ranking of the best robo-advisors for 2024. #RoboAdvisors #Finance #Investments barrons.com/articles/best-…

TheRoboReport's tweet card. Robo-advisors continue to pull in new assets, but the revolution has hit a snag. Plus, Barron’s latest ranking of best robos.
The Best Robo-Advisors of 2024
Source: barrons.com
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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Jun 4, 2024

High interest rates have reshaped the financial landscape, providing unexpected boosts to struggling robo-advisors. This @Forbes article citing research from The Robo Report delves into how these changes have spurred growth in the industry. #RoboAdvisor forbes.com/sites/jeffkauf…

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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Jun 3, 2024

What is the current 2024 robo-advice landscape like? Our CEO, Ken Schapiro, contributes his expertise to help you understand the future of automated investment advice and its potential impact on your financial planning. #RoboAdvisor #Finance #Fintech aaii.com/journal/articl…

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TheRoboReport's profile picture.
The Robo Report®
 @TheRoboReport
Apr 25, 2024

Our Manager of Investment Research, David Goldstone, was recently quoted in a @barronsonline article by @AndrewWelsch. Goldman Sachs is closing their automated investing service and selling investment accounts to Betterment. Read on for more insights. barrons.com/advisor/articl…

TheRoboReport's tweet card. Goldman will sell Marcus Invest digital investing accounts to Betterment as the bank continues its exit from some consumer-facing businesses.
Goldman Sachs to Offload Robo-Advisor Accounts to Betterment
Source: barrons.com
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