Articles tagged "Wealthfront"
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FolioDynamix president uses conference to KO robos and call them a 'free beta test'
A half-full message on DOL rules is the federal mandate to ask clients about held-away assets as a matter of fiduciary responsibility
September 23, 2016 at 6:23 PM
What to make of Wealthfront's three big hires and why its artificial intelligence bid may be indefensible as a strategy
The Redwood City robo bets big on an ex-Google engineering whiz amid a Betterment onslaught and after a period of high-profile departures
September 22, 2016 at 9:06 PM
Why legacy firms that buy robos in haste show no signs of urgency after they take title
Too much hustle and ambition can be as harmful as too little, according Jasen Yang's closely argued analysis
September 1, 2016 at 10:30 PM
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
E*Trade finds now the right time to launch its e-advice robo with an 'active' twist
The New York-based discount broker means to put $1-million minimum-bogey institutional funds in the hands of retail investors
July 8, 2016 at 11:11 PM
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
Eaton Vance leads a $40-million investment round in SigFig with an eye toward capturing some of its lightning to spark NextShares
For his millions, Eaton Vance's Tom Faust gets a seat at the SigFig table, which he hopes his firm can leverage
May 26, 2016 at 8:18 PM
After Betterment's $100 million VC raise makes 25 newspapers, Wealthfront unveils 3.0 on blog and Twitter
The big Redwood City robo is staying in character by touting 'artificial intelligence,' in synch with Facebook's CEO, but whether it's a real delineation or simple evolution is hard to tell
April 19, 2016 at 9:35 PM
Betterment raises $100 million a year after a $60-million round, enabling it to step up efforts to win the HNW wallet
The conversation is moving from play money to competing with Fidelity, Merrill Lynch and Schwab as it seeks build out a full-service offering to win plan sponsors, rich individuals and RIAs
March 29, 2016 at 11:57 AM
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 takes on another Facebook vet -- a clue that going dark in Palo Alto doesn't mean going away
The last-standing pure B2C robo hopes to outwit, outlast, and outplay its competitors by out-hiring them
December 3, 2015 at 6:15 PM
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
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
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
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
