Robo Advisor Performance For Q1 2018 Now Available for Advisors
BackEnd Benchmarking produces The Robo Report™, which publishes a quarterly report on the digital advice industry. The report includes performance data on real accounts opened by BackEnd Benchmarking. Providing performance data allows for comparison across different digital advice platforms, helping investors make informed decisions when selecting a robo advice product.
Robo Advisor Data For Two Year Period Now Available for Advisors
Here at BackEnd Benchmarking we have recently released the 4th quarter 2017 edition of The Robo ReportTM. In this report, we took an in-depth look at two-year returns of seven different portfolios with a full two years’ worth of data.
Robo Advice Data for Q3 2017 Now Available for Advisors
The Robo Report™ has opened accounts across the most prominent robo advisors and tracks performance across the portfolios. The portfolios are created by presenting the same investor type to robo advisors, seeking a moderate portfolio of 60% equities and 40% fixed income in the taxable accounts and the most aggressive portfolio available in the IRA accounts.
Robo Advice Data Now Available for Advisors
Robo advice is the newest disruptor in the financial industry and many advisors are not sure how to interpret this new investment advice solution. Some are writing it off as a solution for lower asset customers, some are concerned about the competitive threat, while others are embracing the technology for use in their own business.