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Why SigFig is shifting its focus to using banks as middlemen despite having captive consumer audience with $350 billion

The San Francisco-based robo-advisor has trepidation about the scale it would take to handle the conversions after bad experience

Tuesday, July 21, 2015 – 7:13 PM by Kelly O'Mara
Admin:
no description available
Mike Sha: We haven't actually rolled out our asset management service yet.

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How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand

November 20, 2019 – 10:19 PM

UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture

Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

July 16, 2022 – 1:35 AM

John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months

The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown

July 11, 2019 – 4:26 AM


Mentioned in this article:

Financial Engines
401k Plan Consultant




Silvan Schumacher

Silvan Schumacher

March 29, 2017 — 1:54 PM
Great article with lots of valuable insights, even in 2017! :) I was wondering why Yahoo and CNN stopped providing the Sigfig dashboard? Who buried it and for what reasons?
brooke southall

brooke southall

March 29, 2017 — 4:56 PM
Silvan. I didn't know that but I'm guessing it's because of the shift to a BtoB model from BtoC.

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