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Roger Lee (r. w/Paul Sawaya): Rather than just sit on top of Fidelity, we took on a challenge that was a little bit bigger.

Unknown San Francisco 401(k) robo with famous backers gets $11 million more in VC funding -- and an interesting brand

With Y Combinator start, Human Interest, formerly Captain401, is only in its third year but 10,000 customers convinced Adam Nash, Joe Montana and Sequoia-, Accel-derived VC

February 8, 2018 at 12:10 AM

Andy Rachleff: You know what? It’s going to keep getting better. Because software is better than people

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 at 5:33 PM

Marcia Wagner: I don’t think it’s a coincidence that this comes after the Dallas ruling. That was pro-rule. Now the DOL is seeing how it can walk it back.

DOL rule-killers now on defense as legal failures add up, reinforcements don't make it to Washington and the clock ticks down

Cumulative effect of Puzder and Scaramucci implosions and looming April 10 go date shifts momentum to the rule's standard bearers

February 15, 2017 at 6:32 PM

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