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129 articles
The New York-based robo-advisor will use CFPs to answer advice-related questions over a dedicated chat app as part of the 25 basis points paid for asset management
Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier
Less than two years old, the New York-based startup raised $25 million in December and is part of a 'Robo II' movement that continues to crush 'Robo I' in terms of truly connecting with the masses
Labor Secretary explains that flouting administrative rule is counterproductive but his comments to Wall Street Journal 'parrot' the brokerage lobby line, reassuring them that larger effort to kill the regulation is on track
After this week's $1.3-billion Robinhood valuation, the sheer quantity of Acorn accounts may count for plenty in VC estimations
CEO Jon Stein sat shoulder to shoulder with CFP Board and Consumer Federation of America guests and held court with CNNMoney, Wall Street Journal and Consumer Reports reporters
Eli Broverman leaves the table 14 years after meeting Jon Stein over a poker game
The Department of Labor effectively makes the 60-day delay into a 270-day one as part of document that was supposed to only formalize the postponement until June 7
The Redwood City robo's founder and CEO sneers at the traditional retirement planning process even as Wealthfront concedes it's still chasing the essential snark of automated advice: artificial intelligence
The blogging phenom puts love-hate relationship with the New York robo phenom on display as he calls out Betterment's sustainability and growth-rate problems, but as a customer still sees more to love than hate
Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence
How did Aequitas swamp CONCERT? Power outages at LPL, Cetera and Wealthfront? Adolescent robo problems? And was that Tony Robbins hawking his money book ... again?
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
Mary Jo White introduced a forum with representatives from FutureAdvisor, Betterment and Personal Capital who mostly just nodded in assent at each other
Adam Nash bows out after overseeing growth to $4.5 billion of AUM
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