Digital Advice Report ™ (@Digital_Advice) profile picture

Digital Advice Report ™

@Digital_Advice

Formerly known as the Robo Report, Digital Advice Report™ is an ongoing study that monitors the digital advice industry. Subscribe for our quarterly report!

 Martinsville, NJ
condorcapital.com/digital-advice-report/
Joined June 2017
  • Tweets344
  • Following96
  • Followers436
34Media
Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)Photo by Digital Advice Report ™ (@Digital_Advice)
Can AI agents manage real money? In the first edition of the Digital Advice Report™, we tested Claude, ChatGPT, and Gemini using funded accounts at Robinhood, Public, and Webull. See what we learned: condorcapital.com/digital-ad… #DigitalAdvice #AIInvesting #RoboAdvisor
AI Agents at Retail Brokerages – Condor Capital Wealth Management

AI Agents at Retail Brokerages – Condor Capital Wealth Management

See how AI agents at retail brokerages handled real trades, portfolio management, and brokerage tools, along with their risks and limitations.

condorcapital.com
1
2
146
The 38th edition of The Robo Report® and 16th edition of The Robo Ranking® been released! Check out the latest Ranking commentary here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

Robo Ranking – Condor Capital Wealth Management

Highlights Fidelity Go wins Best Overall Robo, offering stellar performance, competitive fees, no minimum investment, and robust features. The winners of Best Robo for Digital Financial Planning,...

condorcapital.com
1
2
67
The 37th edition of The Robo Report® has been released! Check out the latest performance commentary: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

Performance Commentary – Condor Capital Wealth Management

Backdrop  The S&P 500 Index gained 8.11% in the third quarter of 2025, a continuation of the strong second quarter performance. The index notched 23 new all-time highs in the quarter. Continued...

condorcapital.com
1
2
47
Featured in Barron’s: insights from @CondorCapital's David Goldstone on Robinhood’s evolving advice strategy and its impact on the competitive landscape. Full article: barrons.com/advisor/articles… #RoboAdvisor #Investments
Robinhood Robo-Advisor Hits $1 Billion in Assets 6 Months After Launch

Robinhood Robo-Advisor Hits $1 Billion in Assets 6 Months After Launch

The company’s digital advice service is gaining traction with customers.

barrons.com
1
65
The 36th edition of The Robo Report® and 15th edition of The Robo Ranking® have been released! Check them out here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50+ robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

condorcapital.com
1
69
UBS is set to close its robo-advisor, UBS Advice Advantage, joining a broader industry trend of major banks retreating from purely digital advisory services. Full article: barrons.com/advisor/articles… #WealthManagement #DigitalAdvice #FinancialPlanning
UBS to Close Robo-Advisor. It’s the Latest Big Bank to Throw in the Towel.

UBS to Close Robo-Advisor. It’s the Latest Big Bank to Throw in the Towel.

The company launched the robo-advisor in 2018, aiming to serve clients with smaller sums to invest.

barrons.com
1
58
We're proud to share that our Manager of Investment Research was featured in a recent Financial Advisor IQ article discussing the evolving landscape of robo-advisors and how they fare against traditional financial advising. Read the full article here: financialadvisoriq.com/c/484…

Robo-Advisors Add Services but Struggle to Upend Human FAs

Robo-Advisors Add Services but Struggle to Upend Human FAs

financialadvisoriq.com
32
Our Manager of Investment Research, David Goldstone, recently weighed in with his insights in @RIABiz's coverage of @RobinhoodApp's latest RIA initiative. Read the whole piece here: riabiz.com/a/2025/4/22/robin… #WealthManagement #RoboAdvice #Fintech
Robinhood's surefire 'RIA' play -- custody and robo-advice -- just got shakier as its 'betting'...

Robinhood's surefire 'RIA' play -- custody and robo-advice -- just got shakier as its 'betting'...

'DNA' and rule issues are real but legal sources say Congress could soon make the firm's gambling foray a moot point.

riabiz.com
43
The First Quarter 2025 Robo Report® has been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance
27
David Goldstone, our Manager of Investment Research, was quoted in Citywire's recent article discussing Betterment's strategic move into self-directed investing. This development marks a significant shift in the digital wealth management landscape. citywire.com/ria/news/whats-…
48
Our Research Manager, David Goldstone, was quoted in RIABiz's recent article discussing Betterment's fee adjustments and their implications for the robo-advisory industry. Check out his insights on the robo landscape: riabiz.com/a/2025/4/5/better… #RoboAdvisors #WealthManagement
Betterment trims fee despite 'no pressure,' and can still upcharge 160% over robo fee by upselling...

Betterment trims fee despite 'no pressure,' and can still upcharge 160% over robo fee by upselling...

The New York robo imposed 65 basis points in 2024 on humanized $1-million-plus accounts, but is not competing with RIAs and 'never has been'

riabiz.com
41
We are pleased to share that our research has been featured in @Kiplinger's latest article on choosing the best robo-advisor. Understanding how to navigate the investment landscape is more important than ever. Read the full article here: kiplinger.com/investing/how-… #RoboAdvisors
How to Pick the Best Robo Adviser For You

How to Pick the Best Robo Adviser For You

Use Kiplinger's guide to the best robo advisers to assess the growing array of low-cost, computer-driven investment managers and decide which one works for you.

kiplinger.com
36
The Fourth Quarter 2024 Robo Report® and Winter 2025 Robo Ranking® have been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50+ robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

condorcapital.com
39
Our Manager of Investment Research, David Goldstone, was quoted in this @barronsonline article exploring Vanguard's and Robinhood's latest moves in the wealth management space. Read the full article: barrons.com/advisor/articles… #FinancialPlanning #WealthManagement
What Vanguard and Robinhood Have in Common Might Surprise You

What Vanguard and Robinhood Have in Common Might Surprise You

Two very different companies are expanding in the same area of financial services.

barrons.com
1
90
Our data was recently featured in @ThinkAdvisor's article on the 10 best-performing robo-advisors for Q3 2024. We're proud to contribute to insights that help investors make informed decisions about automated investment solutions. Read the article here: thinkadvisor.com/2024/11/20/…

10 Best Performing Robo-Advisors: Q3 2024

Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.

thinkadvisor.com
63
David Goldstone, our Manager of Investment Research, was cited in a recent @barronsonline article discussing @SoFi's addition of alternative investments to its robo-advisor platform. Read the article to learn more: barrons.com/advisor/articles… #RoboAdvisors #AlternativeInvestments
SoFi Debuts Revamped Robo-Advisor: New Fee, More Investment Options

SoFi Debuts Revamped Robo-Advisor: New Fee, More Investment Options

The company’s digital advice offering will now charge a fee in line with competitors.

barrons.com
1
1
65
The 33rd edition of The Robo Report® has been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50+ robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

condorcapital.com
67
The 32nd edition of The Robo Report® and the 13th edition of The Robo Ranking® have been released! Check out our latest Report here: condorcapital.com/the-robo-r… #FinTech #RoboAdvisor #Investments #Finance

The Robo Report

We invest in, track, and monitor 50+ robo advisor accounts at various providers to bring transparency to the evolving robo advisor industry.

condorcapital.com
92
Our latest research was featured in @barronsonline! See how our in-depth analysis and data helped shape the ranking of the best robo-advisors for 2024. #RoboAdvisors #Finance #Investments barrons.com/articles/best-ro…
The Best Robo-Advisors of 2024

The Best Robo-Advisors of 2024

Robo-advisors continue to pull in new assets, but the revolution has hit a snag. Plus, Barron’s latest ranking of best robos.

barrons.com
45
High interest rates have reshaped the financial landscape, providing unexpected boosts to struggling robo-advisors. This @Forbes article citing research from The Robo Report delves into how these changes have spurred growth in the industry. #RoboAdvisor forbes.com/sites/jeffkauflin…
1
76
Load more