RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

'not a robot'

betterment-will-add-self-directed-investing-in-2025-as-part-of-grander-post-robo-plan-something-co-founder-jon-stein-admits-is-likely-long-overdue
Betterment CEO pivots old 'robo' model to take Schwab and Robinhood head on with self-directed investing and big 'product footprint' to make 2025 'most ambitious ever' - 'something we should have launched long ago,' says founder, Jon Stein

More Recent Stories:

Read story
Charles Schwab Corp. buys stake in Wealth.com and became latest of Big Three to chase the $90-trillion-dollar asset hand-off
Read story
Vanguard and Blackstone disclose joint 'initiative' to bring alts to mass investors after private 'talks' leak months ahead of planned news release
Read story
Goldman Sachs CEO's taste for sleek private jets runs into flak as cost cutting sweeps the bank and shareholder advocates oppose $80 million retention bonuses each for two top executives
Read story
Chuck Schwab stands at Trump's side (literally) and wins President's praise for supporting policies amid tariff fallout, while Schwab's chief investment strategist raises red flags
Read story
Schwab finally launches alts to retail investors with $5 million, five years after initial iCapital deal, but just seven days before its CEO faces Wall Street
Read story
Never mind near 10% S&P 500 snapback, the Trump tariff war baked in 'enormous wealth destruction,' and it's hardly 'over,' asset managers say
Read story
BlackRock, State Street and Vanguard show swagger, unity and 'smell blood' as they fire back at charges they perniciously colluded to advance ESG goals
Read story
Ken Fisher suggests to RIA client on X to close his account if he thinks he's 'childish' for saying Trump tariffs are 'stupid, wrong, arrogantly extreme'
Read story
Envestnet quietly cleans up a mess behind take-private veil • Michael Kim is now a two-TAMP CEO • Bill Ackman scolds Trump, Lutnick for tariff overkill, alleged conflicts •
Read story
Betterment trims fee despite 'no pressure,' and can still upcharge 160% over robo fee by upselling CFP humans -- more than 100% over Vanguard -- with RIA-like fees
Read story
Cantor Fitzgerald IA CIO sends midday letter to RIAs with take that reassures on tariffs, and he assures reporter that any aligment with Howard Lutnick is coincidental
Read story
Commonwealth and LPL CEOs are determined to share bright future after black swan HR event unlocked the opportunity

RIABiz Archives

2025
April|
March|
February|
January
2024
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2023
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2022
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2021
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2020
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2019
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2018
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2017
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2016
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2015
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2014
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2013
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2012
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2011
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2010
December|
November|
October|
September|
August|
July|
June|
May|
April|
March|
February|
January
2009
December|
November|
October|
September|
August|
July

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING
Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo

RIABiz

About Us
Contact
Subscribe
Advertise

Directory

Archives

401(k) Stories
Breakaway Stories
Conferences
ETFs
Hybrid RIA
RIA Compliance
RIA Custodians
Robo-Advisors
TAMPs
Women of Wealth Management
People Moves
Technology

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2025 RIABiz Inc. All rights reserved.