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Content tagged "Andy Rachleff"



Wealthfront is the robo-advisor most associated with the term -- and with the founder, Andy Rachleff, who hates it most.

What exactly are robo-advisors, why did they steal the 2014 show and what will a 2015 repeat take?
We're talking 500 people, $250 million in capital with identifiable characteristics and 5,000 nervous legacy providers

Friday 1.2.15
Adam Nash: We thought we were launching a product, but it turned out we were launching a category.

Wealthfront's high-net-worth cat leaps out of the bag -- keeping it one robo 'pivot' ahead of Schwab
The Palo Alto firm with $1.7 billion of managed assets reveals that its little secret is big accounts

Friday 12.19.14
Adam Nash: Having $100 million in the bank allows us to retain independence from Wall Street.

Wealthfront responds with force to Schwab CEO's robo announcement
The Silicon Valley-based auto-advice leader stokes its aura of invincibility by raising $64-million that it won't need anytime soon

Tuesday 10.28.14
Ali Rosenberg: I found myself evangelizing Wealthfront.

After bagging Google, Wealthfront hires a Facebook web-traffic pied piper to manage mega-prospects knocking at the door
With 'bigger' deals than Google in the works, Alison Rosenthal hits the ground running -- fast -- at the online RIA

Thursday 10.2.14
Adam Nash [with Andy Rachleff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.

Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings
Employees at the search giant with less than $100,000 get their balances managed for free -- as do employees of the San Francisco 49ers and Palantir

Tuesday 9.23.14
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: To the extent there's conflict, it's always been there.

How exactly Vanguard Group -- with a dash of robo and lots of mojo -- went from a virtual unknown in wealth management to posing a threat to Merrill Lynch
The fund giant has 250 CFPs on staff for VPAS in Malvern, Charlotte and Scottsdale and virtually no minimum or maximum client size

Monday 7.14.14
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
Andy Rachleff, right, with Adam Nash: We ultimately agreed to a one-year transition where he would concentrate on building out the team and product and I would focus on external issues.

Andy Rachleff is out as CEO of Wealthfront as former LinkedIn star takes his place
The founder of the Silicon Valley online RIA steps aside to make way for Adam Nash

Thursday 1.30.14
Andy Rachleff: Mark Zuckerberg should not use us.

Looking more like Windhaven after a revamp, Wealthfront names a noted academic CIO and boosts its assets 15-fold
Andy Rachleff's new strategy omits RIAs-as-managers in favor of a centralized ETF-manager approach with Burton Malkiel calling the big shots

Tuesday 11.27.12
Andy Rachleff: Am I frustrated I can’t update Brightscope’s database? Sure, but I think they’re doing the right thing for the consumer.

BrightScope debate has familiar feel of an industry being dragged kicking and screaming into the new world
Investing in the Digital Age: Andy Rachleff writes about the freight train of transparency

Thursday 5.12.11
Andy Rachleff: The value of information is undeniable, but it is not truly useful until it can be conveniently accessed, easily integrated into business processes, and professionally supported and verified.

Investing In the Digital Age: How RIAs could start a free-data revolution and why it won't bankrupt the vendors
Data suppliers and software vendors in the investment space are the biggest laggards

Monday 3.14.11
Andy Rachleff: Getting a minute-by-minute view into what your money managers are doing doesn’t necessarily mean you aren’t a long-term investor.

Investing in the Digital Age: Why real-time data is a must-have for RIAs and long-term investors
The investment industry has created a classist system of haves and have-nots when it comes to information

Wednesday 1.26.11
Elizabeth MacBride: Sometimes, we even get to hear the end of the story: an idea that has leaped from the online world to spur action.

Ideas born in the advisory world that flew far in 2010
How one conversation influenced NYC economic policy

Thursday 12.30.10
Andy Rachleff: Don’t stand for closed systems. No one in Silicon Valley would. Why should you?

You already know the 80/20 rule. Here's how you can apply it not only to your clients but your operations.
The trick this VC used when talking to entrepreneurs

Friday 10.29.10

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Most Emailed Stories »

Katie Henderson: We really do believe that the need for advice is growing. This is something retail clients have been asking for as they get close to the pre-retiree phase.
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Vanguard's white-hot 'hybrid robo' just added $4 billion in three months -- a heat that may cast a chill on 'pure' robos

Gregg Robins: Switzerland needs to stop apologizing for some of the missteps that have occurred and to re-focus attention on its significant advantages in order to rebuild its image.
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A Swiss RIA advisor reports on a Zurich event aimed at shaping, saving Swiss wealth management in the wake of purging American clients

Jeffrey Gundlach's game of brinksmanship with Morningstar goes way back.
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Morningstar bristles about being 'refused or ignored' by DoubleLine as the 'silly, ugly feud' between Jeffrey Gundlach and the ratings firm rages on

Terri Kallsen: We need more feet on the street.
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Schwab's big reveal at its July update: Goal to hire 1,800 financial advisors and unpause branch expansion

Steve Prostano says he will hire a big team as a first order of business.
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BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US


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