Articles tagged "Andy Rachleff"
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Talent exodus hits Wealthfront including heads of product, marketing and compliance
Elliot Shmukler is credited with much of the product development that vaulted the robo from $150 million to $3.5 billion
July 26, 2016 at 10:08 PM
Vanguard CEO says: 'We are a technology company' and hints strongly that robo-for-RIAs may be in the offing
Bill McNabb oversees 3,000 engineers who are willing to pay for 'dry holes' in drilling for the next Shaybah Oil Field of financial advice
June 16, 2016 at 8:17 PM
The ironic reason robo-advisors aren't gorging on assets -- a determination to dictate bloodlessly to millennials
Whether you're talking B2B or B2C, the eRIA robo-advisor website personae are dull, disconnected and trying too hard to act grown-up
March 15, 2016 at 9:31 PM
What exactly are robo-advisors, why did they steal the 2014 show and what will a 2015 repeat take?
We're talking 500 people, $250 million in capital with identifiable characteristics and 5,000 nervous legacy providers
January 2, 2015 at 5:36 PM
Wealthfront's high-net-worth cat leaps out of the bag -- keeping it one robo 'pivot' ahead of Schwab
The Palo Alto firm with $1.7 billion of managed assets reveals that its little secret is big accounts
December 19, 2014 at 7:33 PM
Wealthfront responds with force to Schwab CEO's robo announcement
The Silicon Valley-based auto-advice leader stokes its aura of invincibility by raising $64-million that it won't need anytime soon
October 28, 2014 at 7:49 PM
After bagging Google, Wealthfront hires a Facebook web-traffic pied piper to manage mega-prospects knocking at the door
With 'bigger' deals than Google in the works, Alison Rosenthal hits the ground running -- fast -- at the online RIA
October 2, 2014 at 11:31 PM
Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings
Employees at the search giant with less than $100,000 get their balances managed for free -- as do employees of the San Francisco 49ers and Palantir
September 23, 2014 at 2:56 AM
What's up with Schwab getting into the robo-style online advice business and is Windhaven the linchpin?
Walt Bettinger's options for building using existing ETF portfolio capabilities or buying one of the many robos in existence point to a no-lose move
July 25, 2014 at 11:15 PM
How exactly Vanguard Group -- with a dash of robo and lots of mojo -- went from a virtual unknown in wealth management to posing a threat to Merrill Lynch
The fund giant has 250 CFPs on staff for VPAS in Malvern, Charlotte and Scottsdale and virtually no minimum or maximum client size
July 14, 2014 at 12:00 AM
The two big moves Motif is making as Goldman Sachs and J.P. Morgan invest part of new $35-million raise
The San Mateo start-up online broker will take its act overseas and build out a smart beta effort with Dimensional Fund Advisors' hundreds of billion of AUM in mind
May 13, 2014 at 7:00 PM
Andy Rachleff is out as CEO of Wealthfront as former LinkedIn star takes his place
The founder of the Silicon Valley online RIA steps aside to make way for Adam Nash
January 30, 2014 at 3:20 PM
Looking more like Windhaven after a revamp, Wealthfront names a noted academic CIO and boosts its assets 15-fold
Andy Rachleff's new strategy omits RIAs-as-managers in favor of a centralized ETF-manager approach with Burton Malkiel calling the big shots
November 27, 2012 at 6:45 AM
BrightScope debate has familiar feel of an industry being dragged kicking and screaming into the new world
Investing in the Digital Age: Andy Rachleff writes about the freight train of transparency
May 12, 2011 at 1:58 PM
Investing In the Digital Age: How RIAs could start a free-data revolution and why it won't bankrupt the vendors
Data suppliers and software vendors in the investment space are the biggest laggards
