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Articles tagged "Andy Rachleff"


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Elliot Shmukler is the first top-tier talent to leave Wealthfront.

Talent exodus hits Wealthfront including heads of product, marketing and compliance

Elliot Shmukler is credited with much of the product development that vaulted the robo from $150 million to $3.5 billion

July 26, 2016 at 10:08 PM

Bill McNabb mingled at Morningstar conference -- here stopping for a post-speech word with John Rogers, CEO of Ariel Investments

Vanguard CEO says: 'We are a technology company' and hints strongly that robo-for-RIAs may be in the offing

Bill McNabb oversees 3,000 engineers who are willing to pay for 'dry holes' in drilling for the next Shaybah Oil Field of financial advice

June 16, 2016 at 8:17 PM

Robo-advisors are supposed to reach millennials but their automation carries over into the persona of their websites.

The ironic reason robo-advisors aren't gorging on assets -- a determination to dictate bloodlessly to millennials

Whether you're talking B2B or B2C, the eRIA robo-advisor website personae are dull, disconnected and trying too hard to act grown-up

March 15, 2016 at 9:31 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

Walter Bettinger: We are fast at work.

What's up with Schwab getting into the robo-style online advice business and is Windhaven the linchpin?

Walt Bettinger's options for building using existing ETF portfolio capabilities or buying one of the many robos in existence point to a no-lose move

July 25, 2014 at 11:15 PM

Karin Risi: To the extent there's conflict, it's always been there.

How exactly Vanguard Group -- with a dash of robo and lots of mojo -- went from a virtual unknown in wealth management to posing a threat to Merrill Lynch

The fund giant has 250 CFPs on staff for VPAS in Malvern, Charlotte and Scottsdale and virtually no minimum or maximum client size

July 14, 2014 at 12:00 AM

Hardeep Walia: Our vision for our advisor platform is an open architecture DFA.

The two big moves Motif is making as Goldman Sachs and J.P. Morgan invest part of new $35-million raise

The San Mateo start-up online broker will take its act overseas and build out a smart beta effort with Dimensional Fund Advisors' hundreds of billion of AUM in mind

May 13, 2014 at 7:00 PM

Andy Rachleff, right, with Adam Nash: We ultimately agreed to a one-year transition where he would concentrate on building out the team and product and I would focus on external issues.

Andy Rachleff is out as CEO of Wealthfront as former LinkedIn star takes his place

The founder of the Silicon Valley online RIA steps aside to make way for Adam Nash

January 30, 2014 at 3:20 PM

Andy Rachleff: Mark Zuckerberg should not use us.

Looking more like Windhaven after a revamp, Wealthfront names a noted academic CIO and boosts its assets 15-fold

Andy Rachleff's new strategy omits RIAs-as-managers in favor of a centralized ETF-manager approach with Burton Malkiel calling the big shots

November 27, 2012 at 6:45 AM

Andy Rachleff: Am I frustrated I can’t update Brightscope’s database? Sure, but I think they’re doing the right thing for the consumer.

BrightScope debate has familiar feel of an industry being dragged kicking and screaming into the new world

Investing in the Digital Age: Andy Rachleff writes about the freight train of transparency

May 12, 2011 at 1:58 PM

Andy Rachleff: The value of information is undeniable, but it is not truly useful until it can be conveniently accessed, easily integrated into business processes, and professionally supported and verified.

Investing In the Digital Age: How RIAs could start a free-data revolution and why it won't bankrupt the vendors

Data suppliers and software vendors in the investment space are the biggest laggards

March 14, 2011 at 1:55 PM

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