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
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Bookmarked by Reese's Book Club
Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com