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)
What 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 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:
Lan Anh Tran)
Margaret Giles)
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