Articles tagged "Doug Fritz"


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Addepar secures Morgan Stanley account by winning a test of wills and setting a small army on Manhattan

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

January 18, 2017 — 9:29 PM UTC

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation

November 21, 2016 — 6:51 PM UTC

What to make of how Wells Fargo and SigFig are cooking up an unprecedented cross-sell of wealth management to retail bank customers

The deal, unlike some others by SigFig, is not to aid W-2 or 1099 advisors of the (Wells Fargo) wirehouse or bank, but to compete for assets on an open battle field

November 17, 2016 — 10:05 PM UTC

Vanguard set to launch geek-spirited think tank in heart of Philly as its 'robo' (that really isn't) hits $47 billion of AUM

The 'innovation center' adds to CEO Bill McNabb's theme of Google emulation and perches at the nexus of Penn, Drexel, Temple and other local universities

November 4, 2016 — 9:09 PM UTC

First Republic's $70B-plus RIA roll-up loses four top executives as its contract with Luminous team ticks down

Sources say another Great Hou-Sear Escape could be in the offing based on the team's clannish ways when it comes to technology

August 8, 2016 — 8:10 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
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