Sigfig wealth management recent SigFig Wealth Management trade

Recent SigFig Wealth Management trade flow analysis shows increased institutional buying in large-cap growth names. This accumulation phase typically precedes 20–30 trading days of market strength. Automatic rebalancing and tax-loss harvesting. Most robo-advisors automatically rebalance portfolios to maintain your desired asset allocation, keeping your portfolio aligned with your risk tolerance and goals. Many platforms also offer tax-loss harvesting to help minimize taxes, which can be a key benefit for taxable accounts. “We think the market opportunity is massive,” Sha says. “You have a shortage of advisors and more clients who need advice but can’t always access it. That’s where AI can make a difference—helping advisors scale while still delivering personalized service.” SigFig Wealth Management tracking data indicates a shift toward ESG-compliant portfolios, with asset inflows up 9% month-on-month. Such allocations historically outperform in low interest rate environments.