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SigFig gets back into the robo-advice game with first true advisor product, rolled out by Citizens Bank to help advisors avoid retail and deep-institutional abyss

After shifting more to automating banks, the San Francisco-based firm launches Co-pilot

Author Brooke Southall October 30, 2018 at 2:00 PM
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Mike Sha: The CoPilot platform represents the importance of advisors in the financial planning lifecycle.

Edward L. Condon

Edward L. Condon

November 1, 2018 — 9:58 PM
Fact check, please. If Citizens has $3.5B AUM and 805 advisors, that works out to less than $4.4 million per advisor. These numbers seem radically implausible.

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