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UBS Purchase of Wealthfront Puts Advisors, Tech On Collision Course

Wealthfront, and its famously anti-human advice mantra, is being purchased by UBS for $1.4 billion.

David fortunatoAmerica merrill lynchKate wauckTom naratilGoldman sachsAndy rachleffAlois pirkerRalph hamersMorgan stanleyJavelin strategy researchWorkplace wealth solutionsWealth advice centerCharles schwabAite novarica groupBofa securitiesWilliam trout

How the $33 billion fintech Revolut is taking on free stock trades

Revolut received approval to become a broker-dealer in the U.S. in June and is building an app to manage all of its clients' finances.

United statesCity ofUnited kingdomGabe vallejoAite novaricaGary genslerJean sullivanVinod jainGamestop corpFinancial industry regulatory authority incRobinhood markets incRevolut ltdCharles schwab corpEntertainment holdings incExchange commissionJavelin strategy research

Inside iCapital s $497 million in fresh funding

Alternative investment provider iCapital increased assets on the platform to $104 billion last year and landed significant new funding.

New yorkUnited statesCraig iskowitzLawrence calcanoEzra groupCapital network incUnited parcel service incFedex corpNew york city basedAxio financialCapital networkWilliam troutFinancial crisisWild west

Vanguard website outage underlines dangers of online investing

Vanguard customers weren't able to access account reports or receive trade confirmations because of the outage, according to the company.

Tim buckleyRob kaufmannCharles kurtzFidelity investments incCharles schwab coTwitter incVanguard group incVanguard groupVanguard presidentWilliam troutFidelity investmentsCharles schwab

BNY Mellon s Pershing X Acquires Direct Indexing Tech

The race is on to provide direct indexing for advisors. Pershing's latest move shows it wants to beat competitors like Schwab and Fidelity.

Ainslie simmondsJim crowleyBny mellon pershingVijay vaidyanathanJavelin strategy researchNorthwestern mutualCharles schwabOptimal asset managementSan joseInvestment managementAsset managementJust investJavelin strategyWilliam troutOptimizing outcome shaping engine

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