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Articles tagged "Wealthfront"


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Ashley Fieglein Johnson earned close to $1 million in total compensation last year but a $12 annoyance bank fee charged to her five-year-old son was a big reason she joined Wealthfront.

Two ways of reading Wealthfront's inscrutable hire of a power CFO -- one it may not really need anytime soon

The Palo Alto-based robo-advisor may have tapped Ashley Fieglein Johnson to raise more VC -- or just because it doesn't need to count every bit of cash it burns

August 19, 2015 at 3:05 PM

Jon Stein: I'm loath to play this game, but my PR team insisted that I set the record straight.

Wealthfront CEO flames Betterment's 'outrageous' fees and 'abhorrent' ways; Betterment strikes back labeling the screed a Trumped-up PR play

In all-out blog war, Adam Nash accuses Betterment of 'payday lending' and Jon Stein decries Wealthfront's cynical 'hatchet job'

July 9, 2015 at 12:57 AM

Ron Rhoades: I say let these firms so depart the marketplace! There are many, many investment advisory firms willing to provide trusted advice for reasonable fees.

Why Wall Street's DOL killer threat -- that 'millions' of IRA investors will go unadvised under new rules -- is hogwash

Investors already have options and Wall Street's withdrawal, already in progress, can only improve investor outcomes

June 8, 2015 at 10:29 PM

Kate Aronowitz: Millennials are the people who try things first. They have a higher bar for design but I don't think you choose one [demographic] or the other.

After Schwab and Betterment catch up to Wealthfront's AUM, the Palo Alto robo pioneer makes a stunning hire

Facebook's former design chief will use millennials as an acid test but she's designing for a broader market

June 5, 2015 at 6:04 PM

Call-center associates and engineers sit side by side at Future Advisor's gritty San Francisco digs.

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 at 5:07 PM

Jon Stein: It's basically a nonevent. I don't think they're going after the same customers.

Schwab's robo launch stimulates sign-ups at Betterment and Wealthfront -- and itself

Schwab Intelligent Portfolios' wake is lifting the fortunes of independent robos, say CEOs gathered in Manhattan for the Tiburon CEO Summit

April 8, 2015 at 1:28 PM

Adam Nash's blog broadside features a photo of Chuck Schwab from his company's 'David' days of taking on the Merrill Lynch 'Goliath'

Adam Nash makes direct 'CEO-to-CEO' plea to Schwab to rethink its robo

In a blistering blog entry, the Wealthfront chief executive expresses outrage at the Schwab robo's ADV contents -- and gets an earful back from the San Francisco giant

March 11, 2015 at 4:16 AM

Adam Nash: When you start handling large accounts, you start having to deal the problems that come with them.

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 at 8:39 PM

Naureen Hassan's revenue weapons for robo-accounts include one howitzer.

Schwab tells the SEC its robo-advisor has a 30 basis-point fee and big-time cash allocations held by Schwab Bank

The Schwab Intelligent Portfolios ADV says as much as 30% of clients assets are being sent to Schwab Bank

February 18, 2015 at 7:59 PM

Burton G. Malkiel: Yes, there could be a problem if all investors indexed, but as long as the profit motive is alive and well it is inconceivable that such an event would happen.

Has indexing become too popular?

The Princeton senior economist who pioneered index funds ponders whether sheer investor tonnage on the bandwagon could flatten tires

February 17, 2015 at 10:08 PM

Wealthfront is the robo-advisor most associated with the term -- and with the founder, Andy Rachleff, who hates it most.

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 at 5:36 PM

Adam Nash: We thought we were launching a product, but it turned out we were launching a category.

Wealthfront's high-net-worth cat leaps out of the bag -- keeping it one robo 'pivot' ahead of Schwab

The Palo Alto firm with $1.7 billion of managed assets reveals that its little secret is big accounts

December 19, 2014 at 7:33 PM

Adam Nash: Having $100 million in the bank allows us to retain independence from Wall Street.

Wealthfront responds with force to Schwab CEO's robo announcement

The Silicon Valley-based auto-advice leader stokes its aura of invincibility by raising $64-million that it won't need anytime soon

October 28, 2014 at 7:49 PM

Ali Rosenberg: I found myself evangelizing Wealthfront.

After bagging Google, Wealthfront hires a Facebook web-traffic pied piper to manage mega-prospects knocking at the door

With 'bigger' deals than Google in the works, Alison Rosenthal hits the ground running -- fast -- at the online RIA

October 2, 2014 at 11:31 PM

Adam Nash [with Andy Rachleff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.

Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings

Employees at the search giant with less than $100,000 get their balances managed for free -- as do employees of the San Francisco 49ers and Palantir

September 23, 2014 at 2:56 AM

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