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Patrick Ortman, a solo RIA who grew up among Black siblings, set out to congratulate RIA firms with diverse staffs, but a simple search found just the opposite.
The Silicon Valley credit card king positions itself in the Yodlee data aggregation world by buying a San Francisco startup, which serves Betterment, Acorns and others.
Fidelity, Ascensus, and Morningstar are all making 401(k) moves that could see automated advice replace the Vanguard-dominated TDF market but maybe Vanguard just woke up in time to cannibalize the market itself.
With Schwab more subscription-minded and Fidelity more upmarket, the Malvern, Pa. monster may get a decent shot at retail micro-accounts and 401(k) participants. It's more of a yawn at Betterment and Wealthfront.
CEO Andy Rachleff near doubles assets with high-interest paying robo-bank as new tailwind, but with brand risk as customer service may not be keeping pace, according to one cautionary tale.
The Manhattan robo-advisor is past retail break-even and ready to take on robo-banks and RIA custodians in more aggressive fashion.
The New York City robo will initially roll out to a handful of $1-billion-plus DFA RIAs that seek an efficient means of handling smaller accounts; the rest is up to Betterment CEO Jon Stein to make happen
The $5.3-billion Malvern, Pa. monster finds its investors want it to stick to investing, not checking accounts and the Oaks, Pa. TAMP leader gets upmarket with no-conflict pitch and product fit and
The $14B robo's ADV will remain clean but it'll live -- like Acorns before it -- with a BrokerCheck violation based on how it managed cash when it was a $608-million firm with a smaller compliance staff
Cara Reisman absorbs duties of Tom Kimberley -- then gets to work making the New York robo-custodian more like classic RIA custodians
Tiger Global PE unit's cash buoys CEO of Silicon Valley who recategorizes his robo as 'software-only' and gives it new life in contending with front-running Betterment
The Silicon Alley startup is using its data science as a way of attacking a clog considered not susceptible to intervention
Cynthia Loh puts fresh face on Schwab Intelligent Portfolios and Schwab Intelligent Advisory as Betterment puts out a help wanted sign
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
Personal Capital has a leg-up in the mass production of classic RIA-to-high-net-worth services using technology, people and process, even if the brand elicits shrugs
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