SoFi’s Post

Robo-advisory services make investing accessible to everyone, regardless of their financial knowledge. With user-friendly interfaces and automated portfolio management, it’s easier than ever to start building wealth! #WealthManagement #InvestmentSolutions #Fintech

SoFi’s Robo-Adviser: Making Investing Smarter and Simpler 💡 When it comes to financial advising, the right tools are essential, which is why we’re excited about SoFi’s new robo-adviser platform. Highlighted in the article, this innovative offering combines automation with expert-curated portfolios, making long-term investing more accessible and affordable with a low 0.25% annual fee. CEO Anthony Noto emphasized that this robo-adviser is a significant step in SoFi’s mission to become a one-stop financial platform for investors of all levels. By offering a variety of portfolio options, from conservative to aggressive, SoFi is helping investors meet their financial goals in a streamlined, cost-effective way. This marks an exciting shift toward more accessible and user-friendly financial tools. Rob Linehan TheStreet #Fintech #RoboAdvising #Investing #PersonalFinance #SoFi #TechInnovation #FinancialServices For more details, read the article: https://lnkd.in/emiGaBPd

The 32nd edition of The Robo Report® and the 13th edition of The Robo Ranking® have been released! Highlights include: - Seven-year returns published for the first time. - Fidelity Go (Fidelity Investments) wins Best Overall Robo, offering stellar performance, competitive fees, no minimum investment, and robust features. - The winners of Best Robo for Digital Financial Planning, Empower and Wealthfront, serve as an example of simple yet effective online planning. - SoFi won Best Robo for First-Time Investors because of its low fees, and its ability to manage many areas of one’s financial life on a single platform including debt consolidation, career coaching, and live financial planning. - Domestic, large-cap, and growth-oriented portfolios demonstrate enduring strength across one-, three-, five-, and seven-year periods. - Fixed income portfolios with allocations different from the Bloomberg Aggregate Bond Index show superior performance. - Fidelity Go exhibits durable performance through strategic focus on large-cap and domestic equities, outperforming over seven years. - SoFi’s growth-tilted portfolio achieves notable outperformance driven by high allocations to growth stocks and tech investments. Check out our latest Report here: https://lnkd.in/ebEEny48 #FinTech #RoboAdvisor #Investments #Finance

"It's not you, it's us."   We recently got a call from someone on the receiving end of a "Dear John" letter from her Big Name Wealth Management Firm. Why was the firm breaking up with her, you ask? She was a few million short of their new $10 million minimum.   It would be shocking if it weren't becoming more commonplace. In an era of rising demand for financial advice combined with fee compression due to innovations in the financial and technology crossover space (commonly referred to as "fintech" and often relying on artificial intelligence), many of the wealth management advisors at Big Name Firms--who have to share a sizable portion of their revenues with a parent company--are limiting their book of business to "ultra high net worth" clients who typically have $5 million or more available to invest. It may make good business sense, but unfortunately it leaves a lot of investors feeling abandoned and eager for personalized advice beyond what they can get from a robo-advisor.    We share this not to pile blame on the Big Names, but as a reminder that as more asset managers continue to increase the minimum amount of assets they require in order to do business, there are local advisors--such as those at Oklahoma Financial Center--who are happy to work with you with no minimum requirement. Instead of focusing on what you're bringing to us, we determine how we can best add value given your unique situation and goals.  

Are you torn between automated investment solutions and human financial experts? Here are key differences to consider: Robo-advisors offer lower fees (0.25%-0.50% annually) vs traditional advisors (1%-2%). Robo-advisors provide 24/7 online access, while traditional advisors require appointments. Traditional advisors offer tailored advice, while robo-advisors use algorithms. Robo-advisors typically offer diversified ETF portfolios, while traditional advisors may include alternative investments. Traditional advisors provide emotional support and guidance, while robo-advisors rely on technology. Though, both options ensure regulatory adherence, but traditional advisors offer more comprehensive guidance. Consider your financial goals, risk tolerance, and personal preferences when choosing between robo-advisory and traditional advisors. For more thoughts in, do read my article https://lnkd.in/gn-dbWwU Which option do you prefer? Share your thoughts! #RoboAdvisory #TraditionalAdvisors #FinancialPlanning #InvestmentStrategy #WealthManagement #Fintech

We love hearing feedback like this! We’re constantly striving to provide innovative tools that truly impact our clients’ businesses, and it’s always exciting to see how our platform helps wealth advisors elevate their game. Whether you’re tracking opportunities, navigating valuations, or offering data-driven insights, we’re committed to transforming the way financial professionals engage with their clients and their businesses. Ready to see what all the buzz is about? Discover how interVal is reshaping the future of financial services. https://lnkd.in/gXcNp8dK #WealthManagement #FinTech

The 33rd edition of The Robo Report® has been released! Highlights include: - Portfolios with higher allocations to domestic, large-cap, and growth equities significantly outperformed their peers over the past year.  - A strategic focus on domestic large-cap equities and municipal bonds drove superior performance over the past three years.  - Strong U.S. market performance led portfolios emphasizing domestic large-cap equities to consistently outperform over the past seven years.  - Longer-duration bonds enhanced fixed income performance over the past year.  - High-yield bonds drove fixed income outperformance over seven years. Check out our latest Report here: https://lnkd.in/ebEEny48 #FinTech #RoboAdvisor #Investments #Finance

Discover the 3 key benefits of robo-advisors in unlocking the future of investments! 🚀 From accessibility to personalized strategies, these AI-driven platforms are transforming the way investors manage wealth. Ready to explore how technology is reshaping financial planning? Swipe through our carousel to learn more. 🔗 For an in-depth analysis, head to our full article on the website! (https://lnkd.in/dx8ij_9H) #RoboAdvisors #Investing #WealthManagement #Fintech #FinancialPlanning"

We’ve reduced 6 mouse clicks to just 1 keyboard shortcut, making asset updates nearly instantaneous ✨ With common actions listed for each distinct asset, keeping your portfolio up-to-date is now faster and less tedious. This feature is another stepping stone toward helping you maintain the most current and accurate view of your wealth with minimal effort. #FinTech #ProductUpdate

Check out this blog post and webinar recording to see how technologists from TD Securities, North Rock Capital and Alliance Bernstein updated technology across their firms, from breaking apart monolithic apps to adopting micro front ends. https://lnkd.in/egCknzZH