Wealthfront, SoFi and Fidelity top latest robo-advisor rankings
Plus, the best robos for first-timers and low cost or complex planning.
Source: financial-planning.com
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Plus, the best robos for first-timers and low cost or complex planning.
Wealthfront will become the foundation of a new UBS offering, but determining how to successfully integrate the tech could be a challenge.
CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.