Watching the heated robo advice competition between upstarts and incumbents the past year, Mitchell Caplan is awash in a sense of déjà vu.

It was well over a decade ago that Caplan sold the virtual bank he launched, Telebank, for $1.8 billion to E-trade, eventually assuming the role of CEO and director of E-Trade.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access