Articles tagged "Wealthfront"


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Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight

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

11 hours ago

As the 'finance Snapchat,' Stash rakes in another $40 million of VC funding as it onboards at rate of 1,000 new 'HENRY' investors every business day

Less than two years old, the New York-based start-up 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

July 17, 2017 — 7:31 PM UTC

Wealthfront nixes Apex Clearing and explains it as step in ridding 'semi-manual processes and disjointed systems'

The Redwood City-based robo-advisor says in its blog that its software advance enables new destiny in "personal banking"

May 12, 2017 — 10:18 PM UTC

As Acorns grapples with monetizing 1.1 million micro-accounts, the laid-back LA robo-advisor brings Wealthfront’s former chief exec onto its board

After this week's $1.3-billion Robinhood valuation, the sheer quantity of Acorn accounts may count for plenty in VC estimations

April 28, 2017 — 9:50 PM UTC

Andy Rachleff makes waves with NY Post quote: Don't get 'hung up' on our lose-more-funds-than-you-deposit disclosure

Fresh off blasting BlackRock, the feisty Wealthfront CEO claims he was 'misrepresented' as the robo offers ready credit lines for those with $100K-plus in taxable accounts

April 25, 2017 — 9:06 PM UTC

The three big defects in Andy Rachleff's theory of robo-advisors' ineluctable destiny of domination

Robos no doubt are tireless machines that perform tasks like tax-loss harvesting at a higher frequency than RIAs. But at what cost?

February 27, 2017 — 6:23 PM UTC

Andy Rachleff blasts flesh-and-blood advisors -- even planners -- as Wealthfront returns to offense in robo game after losing ground under former QB Adam Nash

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

February 24, 2017 — 5:33 PM UTC

Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice

Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence

January 31, 2017 — 10:11 PM UTC

The 10 RIABiz stories advisors connected with most deeply in 2016 and how hubris and humility ran amok in this didn't-see-it-coming year

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?

December 28, 2016 — 5:54 PM UTC

Quiet Northwestern Mutual may be ready to make a big noise with rerelease of LearnVest -- with Alexa von Tobel vowing that innovation and integration aren't mutually exclusive goals

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

December 14, 2016 — 6:35 PM UTC

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

The spoonful of gamifying sugar a 33 year-old CEO took to make the boomer-ethos T3 conference go down and the robo-bonobo mentality that she observed

As Min Zhang put her millenial self in the shoes of a small IBD owner, anxieties multiplied and solutions seemed scarce

November 10, 2016 — 6:26 PM UTC

Andy Rachleff takes back CEO spot at Wealthfront at critical juncture

Adam Nash bows out after overseeing growth to $4.5 billion of AUM

October 31, 2016 — 11:34 PM UTC

FolioDynamix president uses conference to KO robos and call them a 'free beta test'

A half-full message on DOL rules is the federal mandate to ask clients about held-away assets as a matter of fiduciary responsibility

September 23, 2016 — 6:23 PM UTC

What to make of Wealthfront's three big hires and why its artificial intelligence bid may be indefensible as a strategy

The Redwood City robo bets big on an ex-Google engineering whiz amid a Betterment onslaught and after a period of high-profile departures

September 22, 2016 — 9:06 PM UTC