The company allocated 30% of client assets in its once-default robo-advisor accounts to cash, according to the SEC.

Ally Invest marketed its robo-advisor accounts as a no-fee offering, but relied on a 30% cash allocation on client portfolios ...

SoFi’s robo advisor has a 4-star rating from the Buy Side team. Investors can choose from three portfolio options, which are built using a mix of mutual funds and exchange-traded funds (ETFs). SoFi ...

Explore the features, fees and suitability of Ally Invest Managed Portfolios Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy Side.

Many firms have leaned wholly into robo-advisors — that is, automated investing platforms that rely on algorithm insights instead of human finance experts — to keep up with the modern era. However, ...

With Robinhood Strategies, you get a low-cost robo-advisor with some hands-on management. It offers access to individual stocks, but no IRA match or financial planning tools. Paid non-client promotion ...

Robo-advisors continue to play a role in wealth management, even as the market becomes more crowded. Lower fees, standardized portfolio construction, and automation still appeal to investors and ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

They do it with modern portfolio theory, an algorithm, and APIs Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, ...