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Digital Advice in 2025: What You Need to Know About Robo-Advisors

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Manage episode 489819740 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025.

00:40 What Is a Robo-Advisor?

01:20 Robo-Advisors vs. Traditional Advisors

03:02 Who Should Use a Robo-Advisor?

04:02 Benefits of Digital Investment Advice vs. a DIY Approach

06:01 Do Robo-Advisors Offer Retirement and Taxable Accounts?

06:51 Limitations of Robo-Advisors

08:34 Robo-Advisor Fee Structure

10:00 How Robo-Advisors Are Taking a Hybrid Approach to Financial Advice

12:47 How Morningstar Rates the Best Robo-Advisors of 2025

15:41 Do Robo-Advisors Control Security Selection in Your Portfolio?

16:48 Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025

18:61 Why Fidelity Go Is 2025’s Runner-Up for Top Robo-Advisor

19:20 Why Vanguard Remains the Best Robo-Advisor in 2025

21:00 The Worst Robo-Advisor of 2025
Read about topics from this episode.

Are Robo-Advisors Still Worth It?

Compare Robo-Advisor Performance & Assess the Best Options

The Best Robo-Advisors of 2025

Should You Be Using a Robo-Advisor?

Are Robo-Advisors Worth Your Investment?

Another Robo-Advisor Bites the Dust

What Is a Robo-Advisor?

5 Questions to Ask a Financial Advisor

What to watch from Morningstar.
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

13 Elite Companies With Fast-Growing Dividends

The Stock Strategies That Are Paying Off in 2025

Worried About Inflation? What to Know Before Buying TIPS ETFs

Read what our team is writing:

Lan Anh Tran

Margaret Giles

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

433 episodes

Artwork
iconShare
 
Manage episode 489819740 series 2753
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Lan Tran, manager research analyst for Morningstar Research Services, discusses the benefits and limitations of digital investment advice. Plus, a look at the best and worst robo-advisors of 2025.

00:40 What Is a Robo-Advisor?

01:20 Robo-Advisors vs. Traditional Advisors

03:02 Who Should Use a Robo-Advisor?

04:02 Benefits of Digital Investment Advice vs. a DIY Approach

06:01 Do Robo-Advisors Offer Retirement and Taxable Accounts?

06:51 Limitations of Robo-Advisors

08:34 Robo-Advisor Fee Structure

10:00 How Robo-Advisors Are Taking a Hybrid Approach to Financial Advice

12:47 How Morningstar Rates the Best Robo-Advisors of 2025

15:41 Do Robo-Advisors Control Security Selection in Your Portfolio?

16:48 Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025

18:61 Why Fidelity Go Is 2025’s Runner-Up for Top Robo-Advisor

19:20 Why Vanguard Remains the Best Robo-Advisor in 2025

21:00 The Worst Robo-Advisor of 2025
Read about topics from this episode.

Are Robo-Advisors Still Worth It?

Compare Robo-Advisor Performance & Assess the Best Options

The Best Robo-Advisors of 2025

Should You Be Using a Robo-Advisor?

Are Robo-Advisors Worth Your Investment?

Another Robo-Advisor Bites the Dust

What Is a Robo-Advisor?

5 Questions to Ask a Financial Advisor

What to watch from Morningstar.
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know

Market Volatility: Portfolio Diversification Is Winning in 2025

13 Elite Companies With Fast-Growing Dividends

The Stock Strategies That Are Paying Off in 2025

Worried About Inflation? What to Know Before Buying TIPS ETFs

Read what our team is writing:

Lan Anh Tran

Margaret Giles

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

433 episodes

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