Articles tagged "Andy Rachleff"


HeadlinePublish date

The three big defects in Andy Rachleff's theory of robo-advisors' ineluctable destiny of domination

Robos no doubt are tireless machines that perform tasks like tax-loss harvesting at a higher frequency than RIAs. But at what cost?

February 27, 2017 — 6:23 PM UTC

Andy Rachleff blasts flesh-and-blood advisors -- even planners -- as Wealthfront returns to offense in robo game after losing ground under former QB Adam Nash

The Redwood City robo's founder and CEO sneers at the traditional retirement planning process even as Wealthfront concedes it's still chasing the essential snark of automated advice: artificial intelligence

February 24, 2017 — 5:33 PM UTC

The 10 RIABiz stories advisors connected with most deeply in 2016 and how hubris and humility ran amok in this didn't-see-it-coming year

How did Aequitas swamp CONCERT? Power outages at LPL, Cetera and Wealthfront? Adolescent robo problems? And was that Tony Robbins hawking his money book ... again?

December 28, 2016 — 5:54 PM UTC

Andy Rachleff takes back CEO spot at Wealthfront at critical juncture

Adam Nash bows out after overseeing growth to $4.5 billion of AUM

October 31, 2016 — 11:34 PM UTC

Talent exodus hits Wealthfront including heads of product, marketing and compliance

Elliot Shmukler is credited with much of the product development that vaulted the robo from $150 million to $3.5 billion

July 26, 2016 — 10:08 PM UTC

Vanguard CEO says: 'We are a technology company' and hints strongly that robo-for-RIAs may be in the offing

Bill McNabb oversees 3,000 engineers who are willing to pay for 'dry holes' in drilling for the next Shaybah Oil Field of financial advice

June 16, 2016 — 8:17 PM UTC

The ironic reason robo-advisors aren't gorging on assets -- a determination to dictate bloodlessly to millennials

Whether you're talking B2B or B2C, the eRIA robo-advisor website personae are dull, disconnected and trying too hard to act grown-up

March 15, 2016 — 9:31 PM UTC

What exactly are robo-advisors, why did they steal the 2014 show and what will a 2015 repeat take?

We're talking 500 people, $250 million in capital with identifiable characteristics and 5,000 nervous legacy providers

January 2, 2015 — 5:36 PM UTC

Wealthfront's high-net-worth cat leaps out of the bag -- keeping it one robo 'pivot' ahead of Schwab

The Palo Alto firm with $1.7 billion of managed assets reveals that its little secret is big accounts

December 19, 2014 — 7:33 PM UTC

Wealthfront responds with force to Schwab CEO's robo announcement

The Silicon Valley-based auto-advice leader stokes its aura of invincibility by raising $64-million that it won't need anytime soon

October 28, 2014 — 7:49 PM UTC