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

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   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/