Articles tagged "Trizic"


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After VC personally supplants CEO, Trizic raises $3.3 million, signs online octopus and begins to shed perception that it squandered a lead

Drew Sievers invested $1 million in the robo-advisor then took the place of CEO Brad Matthews, who admits it's been for the better as he became a father at 38

April 27, 2017 — 10:39 PM UTC

As Goldman Sachs' badly kept secret about branding an advice robot leaks out, Goldman-watchers see contours of Lloyd Blankfein's grand if 'scattergun' virtual advice strategy take shape

The NYC investment bank's CEO may be saving the Goldman brand for last after smart beta ETFs, Honest Dollar, Motif and 'Marcus by Goldman Sachs' are up and running

March 30, 2017 — 7:20 PM UTC

How I became an RIA by winning a golfer's trust in my caddie days and why I broke from his OSJ to avoid conflicts of interest

Tony Velasquez, who met his mentor and first boss on the links, has advice for captive brokers -- don't let the B-Ds scare you into staying!

September 30, 2016 — 8:53 PM UTC

In a six-month-mark reality check, Walt Bettinger recasts Schwab's retail robo-advice as a 'tool' -- but a handy one

After the mini-Manhattan Project of Schwab Intelligent Portfolios, its CEO is showing a fuller hand of cards that goes way beyond B2C

August 5, 2015 — 6:52 PM UTC

Why SigFig is shifting its focus to using banks as middlemen despite having captive consumer audience with $350 billion

The San Francisco-based robo-advisor has trepidation about the scale it would take to handle the conversions after bad experience

July 21, 2015 — 7:13 PM UTC

JP Morgan gets a 39-page blasting of its corroded culture and ground lost to Silicon Valley robos -- authored by its CEO Jamie Dimon

The letter to shareholders by Wall Street's sultan shows uncharacteristic humility but some analysts question the missive's sincerity

May 28, 2015 — 6:41 PM UTC

After Schwab robo launch, Trizic phones leap off the hook as Wall Street brokers and bankers come calling -- and VCs write checks

Ex-JP Morgan Trizic founders say their giant enterprise prospects went from 'denial' to 'how?'

May 18, 2015 — 6:33 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

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

The Nebraska-based conventional provider and the Silicon Valley whiz-bang, with Salesforce and TD Ameritrade as common bonds, found it easy to partner with each other

April 22, 2015 — 1:40 PM UTC

New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!

TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab

February 2, 2015 — 5:21 AM UTC

What exactly are robo-advisors, why did they steal the 2014 show and what will a 2015 repeat take?

We're talking 500 people, $250 million in capital with identifiable characteristics and 5,000 nervous legacy providers

January 2, 2015 — 5:36 PM UTC

Peter Mallouk buys a stake in Trizic

Barron's No. 1 advisor is likely to have his $12-billion RIA, Creative Planning, become a Trizic client

November 6, 2014 — 6:57 PM UTC
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