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Betterment CEO Sarah Levy's challenges, opportunities at roboadvisor - Vimarsana News

Betterment CEO Sarah Levy's challenges, opportunities at roboadvisor

Hollis Johnson/Business Insider This story is available exclusively to Insider subscribers. Become an Insider and start reading now. Betterment's new CEO is replacing founder Jon Stein at a super-competitive moment for the robo-advisory industry the startup has helped pioneer, with wealth- and investment-tech rapidly consolidating.  Sarah Kirshbaum Levy, a former longtime ViacomCBS executive, will grapple with growing Betterment's brand and drawing in new customers from legacy wealth managers that dwarf it in size. While candi...

Franklin Templeton partners to launch new robo-adviser Tango - Vimarsana News

Franklin Templeton partners to launch new robo-adviser Tango

Franklin Templeton partners to launch new robo-adviser Tango The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management December 15, 2020 Franklin Templeton has tapped Singapore-based wealthtech Bambu, and Apex Clearing to launch a new turnkey robo-adviser, Tango, in an increasingly competitive digital advice space.  The robo-adviser is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management for clients, according to the announcement Thursday....