News, Vision & Voice for the Advisory Community


SigFig tightens its lock-down on UBS's digital fate by absorbing its in-house robo unit and 80 employees, but it's weathering storms on other fronts

The Swiss bank's symbiosis with the San Fran start-up winds ever tighter, but '1,000 banks,1,000 separate versions' hardly lends itself to a plug and play symphony

Author Oisin Breen September 18, 2018 at 5:09 PM
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Mike Sha: To say it's a busy time would be an understatement.



September 18, 2018 — 5:47 PM
Did we just let someone use the term "San Fran" in the article description??? For shame Brooke!
Brian Murphy

Brian Murphy

September 18, 2018 — 8:19 PM
The only channel for a meaningful digital advisory solution is B2C. Lack of traction is due to existing players not building anything that is truly differentiated from existing experiences...it's all "me too" ideas centered around simplistic ideas. That will change over time, but watching the SigFig story play out (or Wealthfront, or Betterment or pretty much the rest of them as well) is that is just so friggin' painfully obvious how these all end.

Related Moves

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 at 1:35 AM

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