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

EPISODE · Jun 20, 2025 · 24 MIN

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

from Investing Insights · host Morningstar

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.  What Is a Robo-Advisor?Robo-Advisors vs. Traditional AdvisorsWho Should Use a Robo-Advisor?Benefits of Digital Investment Advice vs. a DIY ApproachDo Robo-Advisors Offer Retirement and Taxable Accounts?Limitations of Robo-AdvisorsRobo-Advisor Fee StructureHow Robo-Advisors Are Taking a Hybrid Approach to Financial AdviceHow Morningstar Rates the Best Robo-Advisors of 2025Do Robo-Advisors Control Security Selection in Your Portfolio?Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025Why Fidelity Go Is 2025’s Runner-Up for Top Robo-AdvisorWhy Vanguard Remains the Best Robo-Advisor in 2025The Worst Robo-Advisor of 2025Read about topics from this episode.  Are Robo-Advisors Still Worth It?Compare Robo-Advisor Performance & Assess the Best OptionsThe Best Robo-Advisors of 2025Should You Be Using a Robo-Advisor?Are Robo-Advisors Worth Your Investment?Another Robo-Advisor Bites the DustWhat 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 KnowMarket Volatility: Portfolio Diversification Is Winning in 202513 Elite Companies With Fast-Growing DividendsThe Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFs Read what our team is writing:Lan Anh TranMargaret Giles Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Robo-advisors can be a good entry point for new investors, but some providers are better than others.

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

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