Search results for Robo Advisor

Passive Investing Time – DIY Index Investing vs. Robo Advisor Services

According to Bank of America, passively managed investment funds now represent some 45 percent of the entire U.S. equity market. Even though the bulk of this money is invested via...

New Vanguard AI tool aims to scale investment advice

AI capabilities expanded with advisor-focused tool

‘If your financial adviser is earning a commission, I say, run’: An investing expert’s advice

Personal finance guru Jeremy Schneider explains what human experts can still do better than robo-investors and AIJeremy Schneider has a $4m portfolio and says he spends about five...

A startup called Astor plugs into your brokerage account and texts you AI-driven financial advice for $15 a month

The startup, which just raised a $5 million seed round, is part of a wave of next-generation financial advisors.

Robinhood just made a bold move into AI-powered trading for the retail market

Traders will be able to connect their own third-party AI agents to the brokerage platform

New AI Risk Platform Launches for Financial Advisors

UX Wealth unveils riskDNA, a free AI-native platform offering risk intelligence, portfolio analytics and CRM for financial advisors, funded by asset managers.

Rossby Financial Launches Advisor Profitability Calculator

The Melbourne, Fla.-based RIA platform's free online tool allows financial advisors to analyze their cost structure and compare expenses with Rossby's subscription model.

Vanguard Launches AI Tool for Portfolio Analysis

The firm previewed Expert Insights, an AI-driven tool to help advisors analyze portfolios and deliver tailored guidance.

Schwab to use AI to offer wealth services to less-affluent customers

Schwab clients now must have at least $1 million in assets to qualify for a "dedicated relationship" with an advisor. AI promises to bring similar services to a much broader swath...

This AI-Powered Stock Picker Helps Entrepreneurs Invest Like a Pro for Less Than $70

This award-winning platform uses AI to simplify stock investing for entrepreneurs who'd rather grow their money than spend hours researching it.

Robinhood now lets your AI agents trade stocks

Robinhood will let users create a separate account with pre-loaded balance that an agent use to trade

FINNY Launches AI Tool Hunter for Financial Advisors

FINNY introduces Hunter, an AI engine that automates marketing strategies, content creation, and campaign execution for financial advisors

Robinhood Launches AI Agent Trading and Credit Card Tools with User Controls

Robinhood has launched features that enable AI agents to execute equity trades and make credit card purchases with varying levels of user oversight and approval settings. The platf...

Savvy Wealth Unveils Agentic AI Platform for Financial Advisors

Savvy Wealth introduces Savvy Intelligence, an AI-driven platform integrating client data to streamline financial planning and advisory services.

Robinhood opens platform to AI agents for trading, credit card purchases

RFG Advisory Invests AI Notetaking Platform Zocks

The RIA has also named Zocks co-founder and CEO Mark Gilbert and former Envestnet executive Jim Patrick to its board of directors.

Robinhood Lets AI Agents Buy Stocks for Users

Robinhood is opening the door for AI agents to move beyond advice and directly handling trading decisions on behalf of consumers—marking a shift toward software that can act more l...

InvestSuite Launches StoryTeller in U.S. Market

InvestSuite unveils StoryTeller, an AI-powered tool for advisors to create personalized portfolio narratives, meant to enhance client engagement and retention.

AI that gives advisors more time for clients

Unlock practical AI workflows that cut admin, support compliance, and help Canadian advisors focus on clients

Two thirds of AI users already take money advice from chatbots

Clients quietly act on chatbot retirement tips as most firms still just ‘experiment’ with AI

Robinhood is letting AI agents trade stocks and spend money on your credit card

  Robinhood has launched a platform that lets users connect AI agents to their brokerage accounts to execute stock trades autonomously. The company is also introducing a virtual cr...

9 Rules for Using AI As Your Financial Advisor Without Losing Your Shirt

Two-thirds of Americans are asking chatbots for money advice, and over half regret it. But maybe they're not doing it right.

Good Vibes Only: How Financial Advisors Can Build Custom Tools With AI

What if you could describe a tool your firm needs and have AI build it for you in minutes?

Envestnet to Launch Platform Aimed at Speeding Advisor Client Prep

Some of Envestnet’s $1 billion in planned spending has gone toward its new client-preparation capability along with other AI-driven projects, executives said at the firm’s annual c...