Highlights
→Merrill Guided Investing,the winner of BestOverall Robo,distinguishes itself with a tieredservice model and robust performance,high-lighted by its strategic investment choices andcomprehensive planning tools.
→The winners of Best Robo for Digital FinancialPlanning,Empower and Wealthfront,serve as anexample of simple yet effective online planning.→SoFi,US Bank,and Stash excelled in one-year per-formance,benefiting from their focus on growth stocksand domestic equities,aligning with the market’s pref-
erence for growth over value.→Over three years,Schwab Domestic Focus,Wealth-front,and Zacks Advantage led with their U.S.equityallocations,showcasing the value of domestic expo-sure in a tough global market.
→In the trailing five years,Wealthfront,Fidelity Go,and Zacks stood out due to large-cap U.S.equities.→The past five years in fixed income emphasized thebenefit of duration management and municipal bonds.
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