Category: Profiles

Posted on September 9, 2020

  • Fidelity Spire is a new, free cash management app that is designed to help younger investors plan, save, and invest for their financial goals
  • Spire connects to Fidelity Go for seamless integration between saving and investing
  • Users can create short-term and long-term goals, prioritize them, and allocate funds accordingly
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Posted on April 28, 2020

In the not so distant past, professional financial advice and investment management were only available to households with sufficient wealth. This began to change a decade ago, when startup financial firms digitally automated the investment management process, enabling them to offer professionally managed portfolios at low costs and low to no minimums. Fast forward 10 years and nearly every major financial institution in the United States either offers or owns a stake in a robo advisor. The individual who previously had no access to such investments is now overwhelmed with choices. Below, we provide insight into the most important factors one should consider when selecting a robo advisor. If you are unfamiliar with robo advisors or how they work, we suggest you first read our post, What is a Robo Advisor? 

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