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The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.
June 20 -
Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.
June 12 -
Much of the industry animus toward robo advisors, writes veteran fintech analyst Davis Janowski, is rooted in frustration, envy, and fear.
April 25 -
When the product was announced a number of customers took to social media to voice questions and concerns.
April 18 -
The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.
April 10 -
Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.
April 4 -
After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.
March 28 -
The latest influx, which closed late last year, brought in $75 million.
March 23 -
The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.
February 28 -
After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.
February 7