Articles tagged "SigFig"
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SigFig gets back into the robo-advice game with first true advisor product, rolled out by Citizens Bank to help advisors avoid retail and deep-institutional abyss
After shifting more to automating banks, the San Francisco-based firm launches Co-pilot
October 30, 2018 at 2:00 PM
'Capacity constrained' SigFig suddenly raises unsought $50 million after major VC steps forward
General Atlantic's funding largess comes after $67 million carried the San Francisco robo its first 11 years
June 19, 2018 at 12:41 PM
Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight
Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier
July 20, 2017 at 9:37 PM
With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
May 1, 2017 at 4:14 PM
Randy Bullard pitches himself into major role at SigFig to add his Placemark knowledge to a robo hothouse
The serially successful wrap-program pioneer convinced CEO Mike Sha that he was the right guy to demystify the legacy-robo tech divide to employees -- and close deals
April 26, 2017 at 5:41 PM
Wells Fargo's new ADV reveals plenty about its robo's ambitions to max cross-selling and minimize channel conflict
Intuitive Investor is priced on the high side and bars micro-investors, yet is positioning itself as the anti-niche player
April 18, 2017 at 6:24 PM
Why FutureAdvisor orphaned its B2C book of business, how post-Invesco Jemstep is doing and other learnings at CFA Society's robo-panel in San Francisco
Since BlackRock acquired it, the $152-million robo has gone full-on for big enterprises with big books of boomers and joined a chorus of robo-owners sick of millennial bullcrap
April 4, 2017 at 5:38 PM
What to make of how Wells Fargo and SigFig are cooking up an unprecedented cross-sell of wealth management to retail bank customers
The deal, unlike some others by SigFig, is not to aid W-2 or 1099 advisors of the (Wells Fargo) wirehouse or bank, but to compete for assets on an open battle field
November 17, 2016 at 10:05 PM
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
The overnight maturation of In|Vest 2016 was like green bananas going straight to brown for some but Joe Duran made sure it bore fruit
A pure robo, a quasi-robo, an RIA-herder and an insurance man walked onto a panel, riffing on Jon Oliver's scathing fiduciary take
June 20, 2016 at 8:41 PM
What Neesha Hathi told the In|Vest 2016 in NYC crowd in her debut as Schwab robo chief -- and how she elicited one gasp from the crowd
Though declining to offer a glimpse of the future, Hathi surprised with stats showing Schwab is succeeding against the upstart robos with older, less web-savvy customers
June 17, 2016 at 8:58 PM
Eaton Vance leads a $40-million investment round in SigFig with an eye toward capturing some of its lightning to spark NextShares
For his millions, Eaton Vance's Tom Faust gets a seat at the SigFig table, which he hopes his firm can leverage
May 26, 2016 at 8:18 PM
Why there's more to the UBS-SigFig deal than meets Sergio Ermotti's gimlet eye
UBS's New York and Switzerland C-suiters tromped through the San Francisco robo's digs for months before striking this bellwether deal
May 17, 2016 at 6:52 PM
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
The ironic reason robo-advisors aren't gorging on assets -- a determination to dictate bloodlessly to millennials
Whether you're talking B2B or B2C, the eRIA robo-advisor website personae are dull, disconnected and trying too hard to act grown-up
