Tag: Titan Invest
Posted on June 10, 2021
- Wealthsimple Raises $610 Million
- Robinhood Snaps Up Financial Advisors
- Acorns Going Public – Another SPAC
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 2, 2021
February of 2021 included a few major announcements in the robo-advice industry. Although Goldman Sachs launching Marcus Invest dominated the headlines, other notable highlights included Titan’s Series A funding, the surge in new-openings at robo advisors like Acorns, and the launch of new innovative features at places like Edelman Financial Engines. Finally, although it has yet to make headlines, the managed-account component of Prudential LINK is closing.
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Posted on February 11, 2021
Robo advisors struggled early on in 2020 but came back strong. However, not all robos had the same returns. Titan Invest, Morgan Stanley Robotics, Morgan Stanley Emerging Consumer, Interactive Advisors (Legg Mason Growth and Income portfolio), Wealthsimple, and SigFig all stood as top-performing robo advisors in 2020.
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Posted on November 11, 2020
- Titan continues its outperformance, returning 38.38% over the past year
- Morgan Stanley & Wealthsimple emerging as performance leaders
- SigFig maintains top 4-year total portfolio performance spot
