Browsing Tag
401(k) Robo-Advice
25 posts
Surprise (Not)! Interest in Digital 401(k) Advice on the Rise
Robo-advice created controversy last week when markets crashed, causing a temporary shutdown or stalling of access to several…
February 13, 2018
Tech Giants Team for 401(k) Robo Services
For advisors who want to offer 401(k)s to their business-owner wealth management clients, Fiserv and Vestwell just made…
July 11, 2017
Latest Big Retirement Name to Go Robo
T. Rowe Price is the latest major player in the 401(k) and retirement space to go digital with the…
March 16, 2017
John Hancock Goes Robo in Run-Up to DOL Deadline
John Hancock Retirement Plan Services has hired NextCapital to boost its 401k robo advice capabilities as the DOL…
January 10, 2017
401k Participants Like ‘Bionic’ Financial Advice
Debate done, over, finis… For 401k advisors still concerned about the toll the robo advisor will take on…
December 7, 2016
401(k) Plans Flock to Robo Advisor Betterment for Business
401k tech luddites—listen up. 401k robo advisor Betterment for Business announced Thursday that 300 plan sponsors now use its service.…
December 1, 2016
Digital Advice Cheaper, But Investors Still Value 401k Advisors
It goes to the heart of the fiduciary issue—is cheaper better? The question is now spilling over into…
November 9, 2016
What Do Baby Boomers Think of 401k Retirement Tech?
Score one for robo advisors. Millennials and baby boomers place an equal value on the importance of apps…
August 25, 2016
Another Major Fund Company Buys 401(k) Robo Advisor
Betterment’s trouble with Brexit might have given the industry (and regulators) pause, but robo advice, including within 401(k)s,…
July 25, 2016
401(k) Robo-Advisor Betterment Halted Trading During Brexit: WSJ
Our robot overlords won’t be pleased. The Wall Street Journal reports that high-profile 401(k) robo-advisor Betterment, described as…
June 29, 2016