Articles tagged "Totum Wealth"


HeadlinePublish date

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

How Aaron Klein plans to make Riskalyze the epicenter of the RIA business with $20 million of fresh private equity money

The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos

November 30, 2016 — 10:08 PM UTC

Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two

The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel

October 12, 2016 — 10:44 PM UTC

With $9 million in second-round VC bucks from Venus and friends on the books, Ellevest's AUM remains ground bound

Sallie Krawcheck has yet to bring her infectious hold on fellow UHNW women to mass affluent women and their expensively long life spans

October 6, 2016 — 7:44 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

Charles Goldman's turnaround of Genworth castoff leads Chinese investor to pay stunning price

AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return

April 12, 2016 — 3:47 AM UTC

Yodlee schools RIA tech startups at The Vault and RIABiz stops by

Hedgeable and Totum were among attendees at the San Francisco brain-in where Yodlee exposes its API and lends its experience

March 7, 2016 — 9:42 PM UTC

With algorithms and awkward questions, an ex-PIMCO 32-year-old crashes the RIA business

Min Zhang will literally size you up and analyze your life like an actuary with Totum Wealth

January 9, 2016 — 12:17 AM UTC
— There are no additional results —