News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Betterment"



April Rudin: I couldn't help but wonder about the promotional logic that led an online firm to consider using such an offline idea as outdoor advertising.

April Rudin taxis in to Betterment HQ to see how the robo-advisor will fare
Jon Stein's astounding goal is $1 trillion of assets and our marketing expert went in search of a marketing plan, or notion commensurate with the challenge

Monday 12.15.14
Jon Stein: Efficiency is streamlined, but with human checks throughout the process.

How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit
RIAs who comfort themselves with the thought that automated advice caters to their 'non-core' clients are in for a rude shock

Monday 12.15.14
Jon Stein: It's thousands and thousands of dollars instead of $8.

Betterment's bad-news play at getting in good with RIAs and investors
The NYC-based auto-advisor will flash tax ramifications at investors as they test drive trades

Thursday 10.30.14
Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.

Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar
The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent

Wednesday 10.15.14
Walter Bettinger: We are fast at work.

What's up with Schwab getting into the robo-style online advice business and is Windhaven the linchpin?
Walt Bettinger's options for building using existing ETF portfolio capabilities or buying one of the many robos in existence point to a no-lose move

Friday 7.25.14
Karin Risi is leading Vanguard's efforts to take on the 'robo' threat -- and the numbers are already on her side.

How Vanguard Group's robo-countering effort got to $1.3 billion of AUM so easily and why its future seems bright
Executed almost shyly, the hints-of-vanilla Malvern indexing giant is the unlikely Silicon Valley nemesis in automated services

Thursday 6.26.14
Michael Kitces: Most of the Wall Street firms will be reluctant to bypass advisors and go direct to investors.

Thoughts on 'robo-advisors' served cold, compliments of Kitces and Waymire
With the potential for channel conflict, wirehouses are the most handcuffed in thwarting automated financial 'advice'

Sunday 6.15.14
Mike Sha: Most people have a lot of dirty laundry that needs to be cleaned.

Why Mike Sha has a 2015 goal of $1 trillion in robo-assets for SigFig and where Marissa Mayer fits in
The ability of the ex-Amazon whiz to make slippery YahooFinance users sticky appears to be the get to launch this fueled-up rocket

Tuesday 5.27.14
Hardeep Walia: Our vision for our advisor platform is an open architecture DFA.

The two big moves Motif is making as Goldman Sachs and J.P. Morgan invest part of new $35-million raise
The San Mateo start-up online broker will take its act overseas and build out a smart beta effort with Dimensional Fund Advisors' hundreds of billion of AUM in mind

Tuesday 5.13.14
Jon Stein: I think anything's possible. That  [Betterment RIA business] could be the larger business [than the retail one] in the long term.

How Jon Stein plans to make the most of $45 million of VC money in remaking the RIA business
The Betterment founder says he is open to his B-to-B, read RIA unit, knocking his B-to-C business out of the spotlight

Tuesday 4.22.14
Charles Goldman: We bought the firm hoping the CEO would be there.

Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life
The Fidelity and Schwab veteran is criss-crossing the country as managing principal rather than part-time coach

Thursday 4.10.14
Steve Lockshin: I wrote a big check.

Tiburon CEO Summit extrudes big news: Betterment Institutional is born
Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in

Tuesday 4.8.14
Brooke Southall: By using 'robo' we say to snippy entrepreneurs: Take your cutesy website, your fancy VC backing, your geeks and your Harvard, Stanford or MIT degree and go back to your ivory tower.

Why I find the term 'robo-advisor' objectionable and unhelpful
In the end, all good advisors will likely be both bionic and biological and terms of art creating a false distinction are unhelpful

Tuesday 4.1.14
Rob Foregger left Personal Capital to found NextCapital, which has a rare attribute -- big managed assets.

How one 'robo-advisor' got $25 billion on its platform with a Mint.com mindset, 401(k) friendliness, a merger and 16 years of work
NextCapital has deals with Barron's, Dow Jones and Russell Investments as part of a brick-by-brick history in a put-up-your-robo-shingle world

Monday 3.31.14
Brooke Southall: There are only so many flavors of trust, integrity and character.

The 10 biggest threats to the RIA business heading into 2014
The fiduciary planning model is taking shots from every angle but the jugular looks inaccessible

Friday 12.27.13
Ric Edelman:  Either they will die, or more likely, they will alter their business model.

Ric Edelman tells how he succeeds in advice's Death Valley -- online investing
For one thing the RIA maestro with $18 billion of advised asset charges full boat and people are an option

Friday 12.20.13
Jon Stein: There are situations where technology -- algorithms may be a better way of saying it—are more effective that a human advisor would be.

Betterment's Jon Stein talks human-RIA coopetition but breathes fire about fellow online RIAs
The 34 year-old CEO sees 300-fold growth to $100 billion, partially fueled by classic RIAs, and not much competition from Wealthfront and the like

Friday 11.22.13
Andy Rachleff: We're trying to build a business that attracts tens of billions or hundreds of billions of dollars.

Wealthfront raises a cool $20 million from VCs to pursue a big slice of a $1 trillion market
The Palo Alto fast-grower brought aboard a LinkedIn veteran who played a role in the 20-million- to 200-million-member jump; a VC tells how he 'leaned forward in his chair'

Friday 3.22.13
John Furey:  Ignoring changes to the market could be dangerous and outright irresponsible.

How RIAs are becoming as complacent as wirehouses -- and what it'll take to snap out of it
There is empirical evidence that challenges are increasing but also reasons to believe they can be met

Monday 12.10.12
Ric Edelman: We need to serve the 99% that hate us, not just rich people.

Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks
Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM

Monday 10.29.12
Joe Duran: Your competition will not be Merrill Lynch. It will be the big players with value that you can't match.

Joe Duran lays out his latest case for why wirehouses -- and classic RIAs -- risk losing out to a coming oligopoly of new-model holistic firms
The coming 'life management' model won't be addressed by the big guys or the little ones in this very young industry, says the United Capital CEO

Friday 9.21.12
Kent Smetters: One of the pain points of a TAMP is that it takes so long to put together a plan.

LPL Financial rolls up an unusual RIA to use as a cornerstone of its TAMP-like mass-market venture
The big broker-dealer is buying Veritat Advisors, renaming it NestWise, and using a Wharton professor's technology to crack the case of managing multi-hundred-client practices

Tuesday 7.10.12
Jack Waymire: Mathematicians are not chief investment officers, analysts or portfolio managers.

Online RIAs will mostly fail -- and here are 10 reasons why
Firms like Personal Capital, Covestor and Betterment are garnering both media attention and big VC bucks -- but backers severely underestimate the tie between investor and advisor

Thursday 5.24.12
Pig ugly? The offending image on Betterment's blog post

After outcry, Betterment 86's (but not on purpose) a blog post inflaming advisors
BrightScope and Josh Brown lead charge against up-and-coming web-based investment management companies for their bad-itude against advisors

Friday 5.4.12

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Shirl Penney [l.] listens to Bernie Clark (far r.) response as Mike Durbin and Mark Tibergien listen in.
21 shares
Schwab, Fidelity and Pershing custody chiefs square off in Vegas but not before a private meeting in San Francisco

Howard Franzblau [l.with Richard Devine, David Brennan and Wayne Froud]: When you're at a company that is going under, it creates a lot of stress for the clients.
11 shares
How Raymond James finally landed a big Bear Stearns team after JP Morgan retained and detained it for six years

Fresh, ripe but just the same. Differentiation is the advisor's big challenge.
7 shares
Why advisors fail to close prospects -- according to advisors

Knut Rostad: Tony ... note to self: ‘Listen to Chuck, Jack and David.’
4 shares
What Tony Robbins should remember when he talks 'fiduciary'

Jon Stein: Efficiency is streamlined, but with human checks throughout the process.
2 shares
How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit


Get the RIABiz Today
Email Alert »