Articles tagged "Betterment"
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Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness
As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol
July 15, 2016 at 5:54 PM
E*Trade finds now the right time to launch its e-advice robo with an 'active' twist
The New York-based discount broker means to put $1-million minimum-bogey institutional funds in the hands of retail investors
July 8, 2016 at 11:11 PM
Betterment explains why its Brexit-sparked trading halt on Friday wasn't 'suspended' trading
The $4.8-billion robo-advisor frames its trading actions in terms of discretionary management of assets but the prerogative it asserts puts RIA clients in a tight spot
June 28, 2016 at 10:43 PM
Betterment shut down trading post-Brexit to dodge 'trading blindly into extraordinary volatility'
The New York-based robo takes a 150-minute time-out saying to do otherwise would have been 'irresponsible'
June 24, 2016 at 7:08 PM
The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it
Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs
June 23, 2016 at 6:19 PM
The overnight maturation of In|Vest 2016 was like green bananas going straight to brown for some but Joe Duran made sure it bore fruit
A pure robo, a quasi-robo, an RIA-herder and an insurance man walked onto a panel, riffing on Jon Oliver's scathing fiduciary take
June 20, 2016 at 8:41 PM
What Neesha Hathi told the In|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd
Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers
June 17, 2016 at 8:58 PM
Personal Capital gets $75 million investment and an ex-Schwab retail chief in Jeff Carney
The Bill Harris-founded call-center RIA, which manages $2.4 billion in assets, hits it $500-million bogey for valuation
May 19, 2016 at 11:30 AM
Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback
During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features
April 29, 2016 at 8:48 PM
After Betterment's $100 million VC raise makes 25 newspapers, Wealthfront unveils 3.0 on blog and Twitter
The big Redwood City robo is staying in character by touting 'artificial intelligence,' in synch with Facebook's CEO, but whether it's a real delineation or simple evolution is hard to tell
April 19, 2016 at 9:35 PM
Schwab's former retail chief ends garden leave with two new gigs -- as chief of HD Vest holding company, and as Betterment CEO's operations confidante
John Clendening is now CEO of Blucora and a director at Betterment -- and a new resident of Bellevue. Wash.
April 12, 2016 at 9:58 PM
Betterment raises $100 million a year after a $60-million round, enabling it to step up efforts to win the HNW wallet
The conversation is moving from play money to competing with Fidelity, Merrill Lynch and Schwab as it seeks build out a full-service offering to win plan sponsors, rich individuals and RIAs
March 29, 2016 at 11:57 AM
Robo-deal catapults Goldman Sachs into defined contribution business that's as downmarket as it gets
The Wall Street giant buys Honest Dollar, which makes SEP IRAs easy for 1099-receiving workers
March 21, 2016 at 7:29 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
Betterment adds 50 firms to its new 401(k) plan -- and IBM and Marcia Wagner connections
Smaller companies with Betterment-ish-sounding names like Earnest Operations and Boxed are the early guinea pigs but big dogs are on the robo's 401(k) board of directors
