Robo-adviser reaches US$50bn milestone
While the local robo-advice industry flounders, Wealthfront has hit a record high of more than US$50 billion ($77bn) in assets under management, catering to 700,000 investors.
Source: financialstandard.com.au
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Top News In Personal Advisor Services Today - Breaking & Trending Today
Asset Allocation in an Online World: Building a Diversified Portfolio
Portfolio diversification remains the cornerstone of sound investing. Today’s tech-driven world provides approaches beyond traditional asset allocation.
Source: readwrite.com
What Is Wealth Management And Do You Need It?
Learn from Bankrate about wealth management, a holistic service that helps clients grow their wealth, manage liability exposure and devise long-term strategies.
Source: bankrate.com
Former Vanguard CEO McNabb joins venture capital firm Venrock to guide advisor fintech investments
Former Vanguard CEO NcNabb has joined venture capital firm Venrock to guide the firm's investments in advisor fintech.
Source: investmentnews.com
The latest in financial #AdvisorTech — July 2023
The July 2023 issue of the latest in financial #AdvisorTech kicks off with Pershing's launch of its 'Wove' advisor tech platform.
Source: investmentnews.com