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Articles tagged "Polly Portfolio"


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Part of Jon Stein's power lies in taking New York's media glare in stride.

How Power Player Jon Stein's braggadocio about how Betterment is the next Amazon may be a blind distracting from stealth IPO moves and surgical deployment of a flesh-and-blood workforce

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

August 11, 2017 at 4:13 PM

Brett Thorne: It is always up to the individual advisor working with the client to assess the client’s goals and to help the client get the right investments.

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation

November 21, 2016 at 6:51 PM

Jasen Yang: BlackRock knows that if they can get regulators to put up more requirements ... then the barrier to entry into the robo business will go up.

BlackRock solicits more regulator scrutiny of robo-advisors, eliciting jeers and a cheer

The near $5-trillion asset manager makes its case for why the robo game is best left to the big boys as critics suggest FutureAdvisor's owner is proposing a solution in search of a problem

October 11, 2016 at 3:46 PM

Mark Tibergien: That's probably our highest priority -- an API store.

Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

May 4, 2016 at 6:11 PM

Sources say that Bill Harris is testing the M&A market to appease directors.

Amid growth slowdown, Personal Capital lists with an investment bank but critics debate if it means 'blood in the water'

Bill Harris has done things his way until now but may hand over control to a giant for a $500 million payday

December 11, 2015 at 10:58 PM

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