It's no surprise that some of the largest robo-advisors by assets under management also make Motley Fool Money's list of the best robo-advisors. Editor's note: On February 26, 2025, Betterment ...

Upon the client’s death, their heirs benefit from an income-tax-free death benefit and a step-up in basis by realizing all of ...

A rising AUM suggests a financial firm has a strong relationship with clients, which continue entrusting it with more of their money. Meanwhile, a steadily falling AUM is a warning sign that ...

Invesco IVZ has announced preliminary AUM for February 2025. The company’s month-end AUM of $1.89 trillion represented a 0.7% ...