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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