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Articles tagged "Jasen Yang"


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Robert Goldstein will get his turn at figuring out how to make FutureAdvisor into a winner.

BlackRock may build the biggest, baddest RIA platform yet as 'Boy Wonder' begins 'Aladdin-izing' FutureAdvisor

Since its acquisition in 2015, crickets for the $152-million robo-advisor, but under young legend Rob Goldstein, that could all change as BlackRock rolls out its play to own the advisor desktop

November 7, 2017 at 8:39 PM

Part of Jon Stein's power lies in taking New York's media glare in stride.

How Power Player Jon Stein's braggadocio about how Betterment is the next Amazon may be a blind distracting from stealth IPO moves and surgical deployment of a flesh-and-blood workforce

Stein, 38, tightened reins at his NYC robo-advisor this year when the COO departed, stuffing more cash into a war chest and adding CFP-wielding humans to the mix at every turn

August 11, 2017 at 4:13 PM

Despite a prolonged quite period, Alexa von Tobel says that her robo will 'unleash innovation' soon.

Quiet Northwestern Mutual may be ready to make a big noise with rerelease of LearnVest -- with Alexa von Tobel vowing that innovation and integration aren't mutually exclusive goals

After the $250-million deal in 2015, the staid Milwaukee insurer has funneled funds into the jazzy robo, packed its board and taken it backstage for a makeover promised for the New Year

December 14, 2016 at 6:35 PM

Brett Thorne: It is always up to the individual advisor working with the client to assess the client’s goals and to help the client get the right investments.

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation

November 21, 2016 at 6:51 PM

Jasen Yang: BlackRock knows that if they can get regulators to put up more requirements ... then the barrier to entry into the robo business will go up.

BlackRock solicits more regulator scrutiny of robo-advisors, eliciting jeers and a cheer

The near $5-trillion asset manager makes its case for why the robo game is best left to the big boys as critics suggest FutureAdvisor's owner is proposing a solution in search of a problem

October 11, 2016 at 3:46 PM

Jasen Yang: When 90% of financial institutions are 'figuring out our strategy,' the process is not working.

Why legacy firms that buy robos in haste show no signs of urgency after they take title

Too much hustle and ambition can be as harmful as too little, according Jasen Yang's closely argued analysis

September 1, 2016 at 10:30 PM

Mark Tibergien: That's probably our highest priority -- an API store.

Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

May 4, 2016 at 6:11 PM

Peter Intraligi: This is completely open architecture.

How exactly Invesco plans to get a return on its Jemstep robo purchase with a TAMP-evoking strategy

The $800-billion Atlanta money manager is trying a modern model portfolios play on buying distribution for a more prominent seat at the table

January 13, 2016 at 9:39 PM

Sources say that Bill Harris is testing the M&A market to appease directors.

Amid growth slowdown, Personal Capital lists with an investment bank but critics debate if it means 'blood in the water'

Bill Harris has done things his way until now but may hand over control to a giant for a $500 million payday

December 11, 2015 at 10:58 PM

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