Articles tagged "SigFig"


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Randy Bullard pitches himself into major role at SigFig to add his Placemark knowledge to a robo hothouse

The serially successful wrap-program pioneer convinced CEO Mike Sha that he was the right guy to demystify the legacy-robo tech divide to employees -- and close deals

April 26, 2017 — 5:41 PM UTC

Wells Fargo's new ADV reveals plenty about its robo's ambitions to max cross-selling and minimize channel conflict

Intuitive Investor is priced on the high side and bars micro-investors, yet is positioning itself as the anti-niche player

April 18, 2017 — 6:24 PM UTC

Why FutureAdvisor orphaned its B2C book of business, how post-Invesco Jemstep is doing and other learnings at CFA Society's robo-panel in San Francisco

Since BlackRock acquired it, the $152-million robo has gone full-on for big enterprises with big books of boomers and joined a chorus of robo-owners sick of millennial bullcrap

April 4, 2017 — 5:38 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

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

The overnight maturation of In|Vest 2016 was like green bananas going straight to brown for some but Joe Duran made sure it bore fruit

A pure robo, a quasi-robo, an RIA-herder and an insurance man walked onto a panel, riffing on Jon Oliver's scathing fiduciary take

June 20, 2016 — 8:41 PM UTC

What Neesha Hathi told the In|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd

Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers

June 17, 2016 — 8:58 PM UTC

Eaton Vance leads a $40-million investment round in SigFig with an eye toward capturing some of its lightning to spark NextShares

For his millions, Eaton Vance's Tom Faust gets a seat at the SigFig table, which he hopes his firm can leverage

May 26, 2016 — 8:18 PM UTC

Why there's more to the UBS-SigFig deal than meets Sergio Ermotti's gimlet eye

UBS's New York and Switzerland C-suiters tromped through the San Francisco robo's digs for months before striking this bellwether deal

May 17, 2016 — 6:52 PM UTC

Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

May 4, 2016 — 6:11 PM UTC