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 Advisors
Who Should Use a Robo-Advisor?
Benefits of Digital Investment Advice vs. a DIY Approach
Do Robo-Advisors Offer Retirement and Taxable Accounts?
Limitations of Robo-Advisors
Robo-Advisor Fee Structure
How Robo-Advisors Are Taking a Hybrid Approach to Financial Advice
How Morningstar Rates the Best Robo-Advisors of 2025
Do Robo-Advisors Control Security Selection in Your Portfolio?
Why Betterment Is One of Morningstar’s Top 3 Robo-Advisors of 2025
Why Fidelity Go Is 2025’s Runner-Up for Top Robo-Advisor
Why Vanguard Remains the Best Robo-Advisor in 2025
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
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