Articles tagged "Betterment"

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Why robo-advisors meet the lofty fiduciary standard when so few humans can, according to an opinion written by Betterment's outside counsel

Automated advisors only know you so well -- but it's enough and you know exactly what you're getting, says a paper written by Morgan Lewis attorneys

October 7, 2016 — 2:11 PM UTC

Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game but not to compete -- yet

Staked to $4.5M of F-Prime and FinTech Collective cash, Vestwell will stay in 401(k) for now but roll its business model over soon enough to IRAs

October 4, 2016 — 6:22 PM UTC

FolioDynamix president uses conference to KO robos and call them a 'free beta test'

A half-full message on DOL rules is the federal mandate to ask clients about held-away assets as a matter of fiduciary responsibility

September 23, 2016 — 6:23 PM UTC

How Personal Capital got a stunning $1-billion AUM boost in six months -- after gathering its first $2 billion over six years

CEO BIll Harris says part of the secret is hiring human advisors to stoke referrals

September 21, 2016 — 9:12 PM UTC

Betterment makes Goldman Sachs and Vanguard partners as it shifts into higher RIA gear

With advisors demanding to get back in the driver's seat, the robo's RIA chief, Tom Kimberly goes for two big-name model portfolio strategists under the 'Betterment for Advisors' brand

September 14, 2016 — 1:29 PM UTC

Why legacy firms that buy robos in haste show no signs of urgency after they take title

Too much hustle and ambition can be as harmful as too little, according Jasen Yang's closely argued analysis

September 1, 2016 — 10:30 PM UTC

Betterment wins Uber account from under the nose of its Silicon Valley robo-rivals

The New York robo-advisor won the mega de facto pension plan of the San Francisco-based hail-a-ride app maker

August 24, 2016 — 1:05 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

Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness

As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol

July 15, 2016 — 5:54 PM UTC

E*Trade finds now the right time to launch its e-advice robo with an 'active' twist

The New York-based discount broker means to put $1-million minimum-bogey institutional funds in the hands of retail investors

July 8, 2016 — 11:11 PM UTC