Go offline with the Player FM app!
Digital Advice in 2025: What You Need to Know About Robo-Advisors
Manage episode 489819740 series 2753
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
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:
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/
433 episodes
Manage episode 489819740 series 2753
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
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:
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/
433 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.