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Betterment investor and Vanilla co-founder Steve Lockshin was instrumental in a deal that could dovetail neatly with Betterment's 2026-slated RIA referral scheme.
Kim is now head of 'RIA' TAMP • In broad daylight, AssetMark edges closer to swallowing Adhesion • Ackman irked over ‘massive, disproportionate’ tariffs • Fisher sees market upside, if and when tariffs fail.
RIAs prefer if CEO Sarah Levy goes fuller service even if it means introducing a few analog necessities anti-thetical to startup dreams
The New York City robo-advisor rolled out the red carpet to XY Planning Network RIAs including dedicated service desks, website -- and dropping of fat fee.
The New York City RIA custodian now has 850,000 end investors and admits mutual funds are a 'top request,' but big limits remain on how RIAs can manuever with mutual funds.
Charles Schwab undercut the New York City robo-advisor on price, but now Betterment, under new CEO Sarah Levy, can return the favor by chipping off some of Schwab's $3 trillion in RIA assets.
The New York robo's CEO pulls no punches in a Q&A about the impersonal nature of exchange traded funds, but observers say Charles Schwab & Co. may have forced his hand toward an accelerated direct indexing timetable.
The legendary VC sold FA to BlackRock for $150 million , cooled its heels, then re-upped in Robo 2.0 wave with TD, Schwab, Riskalyze and Jon Xu playing roles
The Manhattan robo-advisor is past retail break-even and ready to take on robo-banks and RIA custodians in more aggressive fashion.
Cara Reisman absorbs duties of Tom Kimberley -- then gets to work making the New York robo-custodian more like classic RIA custodians
Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence
Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks
With advisors demanding to get back in the driver's seat, the robo's RIA chief, Tom Kimberly goes for two big-name model portfolio strategists under the 'Betterment for Advisors' brand
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