Wealthfront, a startup intent on replacing financial advisors with its wealth management software, just raised $20 million from some more Silicon Valley biggies, including Reid Hoffman, the co-founder ...
Wealthfront, a startup intent on replacing financial advisors with its wealth management software, just released a tool that enables employees receiving stock as compensation simulate different the ...
Wealthfront is the latest in a series of incarnations of a wealth management platform funded by major Silicon Valley investors including Netscape founder Marc Andreessen and Jeff Jordan, former president ...
... about a roboadvisor invading advisor turf. Moreover, Betterment, Wealthfront, all of the major RIA custodians and many others, have launched extensive TV ad campaigns saying advisors aimed at taking ...
... of software engineers sprinkled with a few investment specialists.
Two firms I’m most familiar with are Betterment in New York City and Wealthfront in Palo Alto, California. Betterment is run by Jon ...
... financial planners." CNBC also mentions and links to Wealthfront, Personal Capital, FutureAdvisor, Hedgeable and Covestor.
The story conclusively shows that mass media outlets have discovered ...
... Mint, Wealthfront, Learnvest, and Personal Capital.
In a recent survey of A4A members, I posed the statement, “CFPs need help in addressing the issue of how to earn fees on writing financial plans,” ...
... young professionals before they ever show up on our radar, increasing the likelihood that they will perceive less need for an advisor once they do show up. He has also written about Wealthfront, a company ...
... Wealthfront. I believe these new competitors, which are not even on the radar screen for most advisors, will grow to be the biggest competitor to RIAs.
Half of the RIAs surveyed said they ...
... says Wall Street Journal blogger Ruithie Ackerman.
While online investment platforms aren’t new, such fledgling services as Wealthfront and Betterment are trying to distinguish themselves with ...
... across the financial advice business. Another example comes from Wealthfront.
To succeed despite growing competition from Web-based financial advice apps like LearnVest, Wealthfront, and the online ...
... st week, we published Wealthfront, A Potentially Disruptive Online Wealth Management Solution, Is Funded By Silicon Valley Bigshots And Competes Against Advisors, and Fritz Meyer’s analysis of the 7% su ...
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.
