Articles tagged "LearnVest"
Headline
Publish date
Pershing hands ex-LearnVest exec a mandate to create an 'end-to-end' solution for RIAs from scratch, yet her first move is to buy the middle -- direct-indexing
The RIA custodian is staking Ainslie Simmonds with capital and a mandate to create the industry's first all-in-one solution from a blank page.
December 29, 2021 at 1:25 AM
A 31 year-old CEO raises $33 million for very RIA venture -- buying too-small RIA accounts, then serving them on a Merrill Edge-type platform in Baltimore
As LearnVest cedes the B2C financial planning niche, Anders Jones gets cash from Warburg Pincus to go after that market with a whole new approach; it includes cozying up to the RIA M&A boys and reinventing how human advisors plan
September 11, 2018 at 10:07 PM
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
September 6, 2018 at 7:55 PM
Why exactly Northwestern Mutual bought a digital darling for $250 million, shut it down, orphaned its customers and declared progress
When the Milwaukee-based mega-insurer relaunches in six months, the one aspect certainly subtracted from the mix will be the cash-draining 8,000 mass market customers
May 9, 2018 at 9:23 PM
How Northwestern Mutual may still get ROI on its $250M LearnVest investment but maybe only by anteing up $50M more
The promised January reveal at the financial planning robo never happened but the insurer is using new mother Alexa von Tobel as its sourdough-starter to bake up a venture ecosystem
June 28, 2017 at 11:11 PM
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 at 6:35 PM
What the collective unconscious of RIAs in 2015 revealed as crunched by RIABiz article readership
Those taking new and interesting risks, very much including the ones behind robo efforts, created the kind of drama that an advisor mind could appreciate
December 28, 2015 at 5:22 PM
'Bristling' at 'pink-it-and-shrink-it' pitfalls, Sallie Krawcheck files an ADV
Ex-Merrill Lynch chief's Ellevest will charge double the Betterment rate but with hopes of better investing for women
November 9, 2015 at 11:58 PM
The real reasons Northwestern Mutual paid a reported $250 million for LearnVest
With $2.7 billion in cash to burn after the Russell Investments spin-off, the Milwaukee-based company was simply an old-line insurer with desktop software in search of a planning pedigree
April 1, 2015 at 8:32 PM
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
