Tag: Fidelity Go
Posted on May 11, 2021
- The strong first and fourth quarter performance was enough to push both Schwab portfolios into the top 10 over the 1-year trailing period ending March 31, 2021
- Over the past year, Titan’s equities returned 71.96%. These strong returns led it to outperform its benchmark by 12.43%
- Robo advisors allocated to municipal bonds significantly outperformed
Posted on March 11, 2021
- 2020 was another significant year for robo advisor trends: Empower buys Personal Capital, Motif closes doors, ESG investing on the rise
- Direct indexing becomes increasingly popular as BlackRock buys Aperio and Schwab buys tech from Motif
- Walmart announced a partnership with Ribbit Capital potentially making financial planning more available – another major robo advisor trend
Posted on March 9, 2021
- The volatility of 2020 made for an interesting case study to observe robo advisor rebalancing
- Some accounts showed decisive rebalancing trades when the market was most fearful, displaying the merits of automatic robo advisor rebalancing
- We estimate that select robo advisors in our study earned an additional 0.50% to 1.50% due to automatic rebalancing in 2020
Posted on December 4, 2020
Welcome to the Backend Benchmarking company update. In this email, we share news of our most recent Robo Report, the work our Development team is doing polishing the user interface and fixing bugs, an update on our most recent media appearances, and exciting results from our market research study with Columbia University.
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Posted on November 20, 2020
Overview:
Saving for retirement is one of the most critical and personal objectives for investors. In The Robo Report, we try to make this process easier by providing transparency on retirement robo advisors. This article will primarily take a particular look at three standout robos whose performance has been stellar over the last three years: SoFi, T. Rowe Price, and Fidelity Go.
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Posted on November 17, 2020
- Robos have 8% adoption across the US, according to Hearts and Wallets
- Millennials show higher adoption rates of robos, especially those with more to invest
- Fidelity, Bank of America, and Schwab launch new, free financial planning tools that are natural funnels to investment management
- Wealthsimple and M1 raise large sums of new funding despite recent industry closures
