News Topic: Automated investing

Wealthfront will add third-party mortgages to its investing platform, while Varo Money says robo advice and mortgages are in its long-term plans. ... Read full article

A new partnership will let some community banks and credit unions roll out robo-advice platforms without a significant investment of their own. ... Read full article

Software creates a portfolio for bank customers that could be designed to support, say, efficient energy sources or refugees and avoid investments clients consider objectionable. ... Read full article

In addition to launching an automated investing app, the bank created a dedicated adviser unit to provide personal service to customers when they need it. ... Read full article

Despite the growth of digital advice, there's resistance to the business inside banks because of internal politics and a lack of data sharing, the company's CEO says. ... Read full article

Traditional players are getting innovative, and upstarts are becoming more sophisticated. The survivors will be companies that offer consumers an array of easy-to-use services, a venture capitalist says. ... Read full article

United, which helps retirement-age savers find the best ways to manage their wealth, is Capital One's answer to a flurry of similar deals made by rivals. ... Read full article

Several wealth management firms, including Marcus by Goldman Sachs and Wealthfront, have launched banking products to complement their investment services. ... Read full article

Lenders have learned that automated wealth management tools enhance financial advisers' interaction with clients and can bring in more business. ... Read full article

Galileo Processing has created a digital banking product that seeks to provide wealth managers with the offering they generally lack: an in-house savings account that pays competitive rates. ... Read full article

The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter. ... Read full article

The system is designed to help banks deliver more personalized financial advice and is meant as a challenge to traditional bank technology vendors. ... Read full article

A new feature from the microinvesting app Stash allows users to accumulate free stock in the companies where they spend money. ... Read full article

Many digital-only robos are slowly adding human advisors. ... Read full article

The financial system is safer than it was 10 years ago, says John Taft, vice chairman of Baird. But there are still risks lurking unseen in areas like ETFs, ... Read full article

SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers. ... Read full article

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products. ... Read full article

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management. ... Read full article