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The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
January 4
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Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27
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The top independents all state going public is a goal, but there are doubts about broad market support.
August 23
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The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.
August 2
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The leading independent robo adviser added another $70 million in funding.
July 21
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The app allows users, many of them first-time investors, to get started for as little as $5.
July 14
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In the latest deal, financial planning software developer RightCapital secured $1.6 million in seed funding.
July 5
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Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.
June 21
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Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.
May 24
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The infusion comes as the financial services industry continues to search for safer ways for customers to share their account data with third-party apps.
April 26
