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The spoonful of gamifying sugar a 33 year-old CEO took to make the boomer-ethos T3 conference go down and the robo-bonobo mentality that she observed

As Min Zhang put her millenial self in the shoes of a small IBD owner, anxieties multiplied and solutions seemed scarce

Author Guest Columnist Min Zhang November 10, 2016 at 6:26 PM
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Min Zhang: I came into the business thinking sophistication and complexity analytics were what advisors need, only to be humbled by the demand for simple.


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Wealthfront cedes to four years of investors clamoring for crypto by taking on expensive third-party vendor that Betterment rules out

The Redwood City, Calif., robo-advisor turned a hard 'no' into a soft 'yes' by dealing with Grayscale and its 200 basis-point-plus fees, which its robo rival in NYC -- also without a crypto path -- finds ludicrous.

August 14, 2021 at 2:20 AM

Wealthfront's unlikely tapping of Sheila Bair and Tom Curry signals likely push to gain a bank charter, analysts say

The Redwood City robo-advisor's addition of two renowned former chief banking regulators brings legitimacy and guidance that could lead to a margin-fattening bank charter and help solve the robo-advisor's problem of high client acquisition costs.

December 31, 2020 at 4:37 AM

Oisín's Bits: Wealthfront drops old mission statement, declares war on institutions and emphasizes banking future • Seeking Utah charter, Edward Jones may become largest bank in US by branch count • After Advent chief leaves, Black Diamond head steps up

Andy Rachleff cans the old 'democratizing' mission statement at his robo; The 14,200 one-man Ed Jones branches may become branch banks; Steve Leivent consolidates power at SS&C.

July 3, 2020 at 1:12 AM

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 at 10:19 PM


Mentioned in this article:

Wealthfront
Portfolio Management System
Top Executive: Andy Rachleff

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Laserfiche
Document Management
Top Executive: Nien-Ling Wacker

Twenty Over Ten
Blog/Social Networking Tool
Top Executive: Ryan Russell

AdvisorEngine
Financial Planning Software
Top Executive: Rich Cancro



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