3 of the Best Robo-Advisors, and One of the Worst

Where Schwab, Fidelity, and Vanguard ranked this year.

Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors.

Timestamps:
What's a Robo-Advisor? 0:38
Investor Benefits From Robo-Advisors 1:25
Did 2022 Stand Up Against 2023? 2:03
Tax Loss Harvesting 3:05
Limitations of Digital Investment Advice 3:59
Robo-Advice vs. Human Advice 4:57
Robo-Advisor Fees 6:30
The Best Robo-Advisors Advisors of 2023 7:50
Schwab Intelligent Portfolios 9:01
Fidelity Go 10:35
Vanguard Robo-Advisor 11:33
The Worst Robo-Advisor 13:15

Read about topics from this episode.
The Best Robo-Advisors of 2023 https://www.morningstar.com/specials/your-guide-to-getting-started-with-robo-investing
What Is a Robo-Advisor? https://www.morningstar.com/financial-advice/what-is-robo-advisor
Should You Be Using a Robo-Advisor? https://www.morningstar.com/financial-advice/should-you-be-using-robo-advisor
Are Robo-Advisors Worth Your Investment? https://www.morningstar.com/financial-advice/are-robo-advisors-worth-it

What to watch from Morningstar.
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o
“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal https://youtu.be/yqmEo6PN7V0?si=hpAqff9EiQ2EEI2-
Economy Outshines ‘Uneventful Earnings' https://youtu.be/SCR-epYX0ts?si=MQWffECd7EFSGj1l
Microsoft Bets Big on AI: What Investors Should Know, Part Two https://youtu.be/2C8kbgQNBYw

Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Amy C. Arnott https://www.morningstar.com/authors/2350/amy-arnott
Gabriel Denis https://www.morningstar.com/authors/2270/gabriel-denis

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