News, Vision & Voice for the Advisory Community
Person
9 articles
Since its acquisition in 2015, crickets for the $152-million robo-advisor, but under young legend Rob Goldstein, that could all change as BlackRock rolls out its play to own the advisor desktop
Stein, 38, tightened reins at his NYC robo-advisor this year when the COO departed, stuffing more cash into a war chest and adding CFP-wielding humans to the mix at every turn
After the $250-million deal in 2015, the staid Milwaukee insurer has funneled funds into the jazzy robo, packed its board and taken it backstage for a makeover promised for the New Year
It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation
The near $5-trillion asset manager makes its case for why the robo game is best left to the big boys as critics suggest FutureAdvisor's owner is proposing a solution in search of a problem
Too much hustle and ambition can be as harmful as too little, according Jasen Yang's closely argued analysis
In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names
The $800-billion Atlanta money manager is trying a modern model portfolios play on buying distribution for a more prominent seat at the table
Bill Harris has done things his way until now but may hand over control to a giant for a $500 million payday
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by