Robo advisors

Building customers’ wealth by putting excess cash on ‘Autopilot’

09/02/20

The fintech Wealthfront's latest wrinkle gives clients a high level of control over their money, including the ability to set automatic transfers to savings accounts or exchange-traded funds.

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Outsourcing PPP, stress-test fallout, SCOTUS’ CFPB ruling: Top stories of the week

07/02/20

As PPP enters forgiveness phase, some banks see outsourcing as best move; after the Fed’s stress tests, Wells Fargo to cut dividend while other big banks boost capital buffer; Supreme Court strikes down CFPB leadership structure; and more from this week’s most-read stories.

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Banks continue to embrace robo advisers (even if customers don’t)

06/26/20

Citizens Bank and Citigroup are among the financial institutions plugging away at a service that has gained little traction among customers.

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Robo adviser Betterment launches checking account

04/24/20

Betterment has debuted a bank account, in conjunction with partner nbkc bank in Kansas City, Mo., that is targeted at millennials and marketed as a complement to its long-term savings products.

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How robo-adviser Wealthfront is becoming more like a bank

02/03/20

Andy Rachleff, the fintech's CEO, discusses the digital bank it's developing and the concept of "self-driving money."

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Gatsby launches free options trading for millennials, Gen Z

12/16/19

The startup with a namesake app is already attracting young investors and has been in talks with banks about partnerships.

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7 things that will affect next stage of banking's evolution

12/12/19

More digital competition, tougher tech choices and a completely new generation of customers are just some of the challenges facing bankers in the near future.

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Goldman's small world; Bitcoin’s woes go beyond price

12/09/19

The bank may extend advisory service to clients with as little as $5,000 to invest; trading of the cryptocurrency has plunged.

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A 'false narrative'? Banks strike back against claims of fintech advantage

12/06/19

Bankers are disputing upstarts' claims customers don't like them, noting progress that traditional institutions have made in recent years.

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Robo adviser lays out ambitious banking plan

12/05/19

Wealthfront could roll out a debit card, automated bill pay and direct deposit in early 2020, Chief Executive Andy Rachleff said.

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