Articles tagged "Bo Lu"


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The odd and open courtship between the SEC and robo-advisors plays out again -- this time at an SEC-hosted webcast panel in Washington, D.C.

Mary Jo White introduced a forum with representatives from FutureAdvisor, Betterment and Personal Capital who mostly just nodded in assent at each other

November 15, 2016 — 10:22 PM UTC

Asset managers at Morningstar's ETF event, facing an in RIA-in-charge future, show mettle

The Chicago event connected traders, index providers, issuers, marketers, PR, distributors -- and a knee-capped Liz Ann Sonders -- all trying to find footing in an everything-up-for-grabs playing field

September 15, 2016 — 6:44 PM UTC

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 — 6:19 PM UTC

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 — 9:31 PM UTC

Why BlackRock's purchase of FutureAdvisor for $152 million could be a deal of destiny

FutureAdvisor will nestle into BlackRock's risk management unit armed with iShares while Wealthfront and Schwab favor Vanguard ETFs

September 2, 2015 — 7:52 PM UTC

Consumer Reports names Betterment in top five for customer service with USAA, Schwab, Vanguard and T. Rowe Price

The recognition flies in the face of a bias against that says robos can't hold hands with their bony robot fingers

August 14, 2015 — 8:05 PM UTC

An insider reveals turbo-contents of the In|Vest conference in New York, a summit of VCs, robo-founders and big banks

SigFig's Mike Sha talked Bank of the West, Motif's Hardeep called start-ups 'features' and the five-year number jumped to $2 trillion

June 22, 2015 — 4:02 PM UTC

FutureAdvisor responds to Schwab's market entry with a truly free offer and big backing from Fidelity and TD Ameritrade

The San Francisco-based RIA is automating parents' investments into 529s, Coverdell ESAs, UTMAs or UGMA for tax-free savings, no paperwork

May 5, 2015 — 5:07 PM UTC

Wealthfront throws engineering at its large-account 'problem'

The Palo Alto-based automated money manager addresses tax slippage from transfers of HNW accounts to its website

February 23, 2015 — 8:39 PM UTC

Schwab spills robo-beans to Wall Street, including a Schwab Bank wrinkle, cannibalization rates and the algorithm's distaste for OneSource funds

Calling Schwab Intelligent Portfolios a $400-billion opportunity, Walt Bettinger boasts of his own four-minute sign-up

February 12, 2015 — 10:49 PM UTC

Can Schwab, six years late to the robo party, 'freeze the market', catch up and blow doors?

The potential is awesome but the San Francisco giant is currently generating PR for an offering that does not yet have a launch date

October 29, 2014 — 8:22 PM UTC
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