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As Principal takes RobustWealth reins, the looming question is whether it follows the Northwestern-LearnVest script, which had a depressing final scene

The disparity in size, culture, locale and tenure between the $1 billion AUA robo and the $673 billion financial titan, makes the marriage an interesting case study

Author Oisin Breen September 6, 2018 at 7:55 PM
1 Comment
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Mike Kerins: Going it alone as a VC-backed firm scared me as I didn't have that part of the vision.

Robo-Advisors

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Technology


Brian Murphy

Brian Murphy

September 6, 2018 — 10:15 PM
RobustWealth's CEO tells me all I need to know - "Going it alone as a VC-backed firm scared me as I didn't have that part of the vision. I couldn't do it without a firm like Principal, and then they fell into our lap!" DOA. I'm amazed that none of these robo's has figured out a sound business model / distribution strategy yet.

Related Moves

November 20, 2019 at 10:19 PM


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RetireOne
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Top Executive: David Stone



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