Digital Advice Report ™

Formerly known as the Robo Report, Digital Advice Report™ is an ongoing study that monitors the digital advice industry. Subscribe for our quarterly report!

[Digital Advice Report ™ @Digital_Advice]

Can AI agents manage real money?

In the first edition of the Digital Advice Report™, we tested Claude, ChatGPT, and Gemini using funded accounts at Robinhood, Public, and Webull.

See what we learned: https://t.co/BQCbXoZjAn

#DigitalAdvice #AIInvesting #RoboAdvisor

[Digital Advice Report ™ @Digital_Advice]

The 38th edition of The Robo Report® and 16th edition of The Robo Ranking® been released! Check out the latest Ranking commentary here: https://t.co/eWcYcJlhA0

#FinTech #RoboAdvisor #Investments #Finance

[Digital Advice Report ™ @Digital_Advice]

@CharlesSchwab is winding down its hybrid robo-advisor, Schwab Intelligent Portfolios Premium. @CondorCapital's David Goldstone notes that hybrid offerings are harder to scale and less efficient than pure digital models. Read the full article here: https://t.co/qY9idwQVcR

[Digital Advice Report ™ @Digital_Advice]

The 37th edition of The Robo Report® has been released! Check out the latest performance commentary: https://t.co/kikX7ZmZi0

#FinTech #RoboAdvisor #Investments #Finance

[Digital Advice Report ™ @Digital_Advice]

Featured in Barron’s: insights from @CondorCapital's David Goldstone on Robinhood’s evolving advice strategy and its impact on the competitive landscape. Full article: https://t.co/VAe0aBF07W #RoboAdvisor #Investments

[Digital Advice Report ™ @Digital_Advice]

@Wealthfront is making waves with its upcoming IPO. As @CondorCapital's David Goldstone told Barron's: “Wealthfront has achieved this [...] by adhering to its digital-native business model, eliminating the need to hire teams of live advisors [...]”
https://t.co/kUHrKTXtRl

[Digital Advice Report ™ @Digital_Advice]

The 36th edition of The Robo Report® and 15th edition of The Robo Ranking® have been released! Check them out here: https://t.co/OR0xbxNAh6

#FinTech #RoboAdvisor #Investments #Finance

[Digital Advice Report ™ @Digital_Advice]

UBS is set to close its robo-advisor, UBS Advice Advantage, joining a broader industry trend of major banks retreating from purely digital advisory services.

Full article: https://t.co/09ANUTEkMj

#WealthManagement #DigitalAdvice #FinancialPlanning

[Digital Advice Report ™ @Digital_Advice]

We're proud to share that our Manager of Investment Research was featured in a recent Financial Advisor IQ article discussing the evolving landscape of robo-advisors and how they fare against traditional financial advising. Read the full article here: https://t.co/4Dd4BRLmm7

[Digital Advice Report ™ @Digital_Advice]

Our Manager of Investment Research, David Goldstone, recently weighed in with his insights in @RIABiz's coverage of @RobinhoodApp's latest RIA initiative. Read the whole piece here: https://t.co/tsUaqzuDj4

#WealthManagement #RoboAdvice #Fintech

[Digital Advice Report ™ @Digital_Advice]

The First Quarter 2025 Robo Report® has been released! Check out our latest Report here: https://t.co/DTj6R5LUhr

#FinTech #RoboAdvisor #Investments #Finance

[Digital Advice Report ™ @Digital_Advice]

David Goldstone, our Manager of Investment Research, was quoted in Citywire's recent article discussing Betterment's strategic move into self-directed investing. This development marks a significant shift in the digital wealth management landscape. https://t.co/WMssFGjxwo

[Digital Advice Report ™ @Digital_Advice]

Our Research Manager, David Goldstone, was quoted in RIABiz's recent article discussing Betterment's fee adjustments and their implications for the robo-advisory industry. Check out his insights on the robo landscape: https://t.co/gUpgGz4Sa0

#RoboAdvisors #WealthManagement

[Digital Advice Report ™ @Digital_Advice]

We are pleased to share that our research has been featured in @Kiplinger's latest article on choosing the best robo-advisor. Understanding how to navigate the investment landscape is more important than ever.

Read the full article here: https://t.co/RGAmoho1sT

#RoboAdvisors

[Digital Advice Report ™ @Digital_Advice]

The Fourth Quarter 2024 Robo Report® and Winter 2025 Robo Ranking® have been released! Check out our latest Report here: https://t.co/OR0xbxN2ry #FinTech #RoboAdvisor #Investments #Finance

[Digital Advice Report ™ @Digital_Advice]

Our Manager of Investment Research, David Goldstone, was quoted in this @barronsonline article exploring Vanguard's and Robinhood's latest moves in the wealth management space. Read the full article: https://t.co/HBZOEZrMRm

#FinancialPlanning #WealthManagement

[Digital Advice Report ™ @Digital_Advice]

Our data was recently featured in @ThinkAdvisor's article on the 10 best-performing robo-advisors for Q3 2024. We're proud to contribute to insights that help investors make informed decisions about automated investment solutions. Read the article here: https://t.co/bosUJ0c4Yk

[Digital Advice Report ™ @Digital_Advice]

David Goldstone, our Manager of Investment Research, was cited in a recent @barronsonline article discussing @SoFi's addition of alternative investments to its robo-advisor platform. Read the article to learn more: https://t.co/zrXSzrXnMu #RoboAdvisors #AlternativeInvestments

[Digital Advice Report ™ @Digital_Advice]

The 33rd edition of The Robo Report® has been released!

Check out our latest Report here: https://t.co/OR0xbxNAh6

#FinTech #RoboAdvisor #Investments #Finance

[Digital Advice Report ™ @Digital_Advice]

The 32nd edition of The Robo Report® and the 13th edition of The Robo Ranking® have been released! Check out our latest Report here: https://t.co/OR0xbxN2ry

#FinTech #RoboAdvisor #Investments #Finance