J.D. Power’s annual study of investor satisfaction also found more young investors turning to fintech brands.

The first computer-driven advisory service, otherwise known as a robo adviser, launched just over 15 years ago. Since then, the S&P 500 Index has returned more than 700% — an eightfold increase. And ...

It used to be that if you wanted help managing your money, you could do it yourself, or you could hire a financial adviser. Now, there’s a middle-tier option too: the robo-adviser, a digital platform ...

Considered a report card on client satisfaction across both advised and DIY customers, the latest JD Power survey points to ...

Not everyone is a fan, and there are costs and risks. For one, you pay a management fee to a robo-advisor that will eat into your returns, so if you want to make investment decisions on your own, that ...

Survey data highlight shifting expectations for digital access, human guidance and intergenerational planning across both advised and self-directed channels.

Getting your retirement right is a big deal, and investing through a robo-advisor can help you get there. These automated advisors can build an investment portfolio based on your needs — such as when ...

This expansion will unlock retail investor exposure to highly sought-after privately held companies with lower minimums and streamlined access directly from the SoFi app. “SoFi is expanding ...

SoFi Technologies, Inc. (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced SoFi Invest has ranked #1 among do-it-yourself (DIY) brokerages nationwide in the JD Power ...