News Topic: Robo advisors

Ninety million Americans have an adversarial relationship with their finances, says Dee Choubey, CEO and founder of MoneyLion. ... Read full article

Will it be a bigfoot from Amazon, Google and Apple, or death by a thousand bites from niche rivals? Or can banks rally and fend off the insurgents? ... 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

Glassbox, a digital customer management company based in London, allows banks like JPMorgan Chase and Bank of America to use data and analytics to study customers' behavior. ... Read full article

Glassbox, a digital customer management company based in London, allows banks like JPMorgan Chase and Bank of America to use data and analytics to study customers' behavior. ... 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

In five years, Moy has built from scratch a thriving business unit that is focused solely on developing easy-to-use, customer-facing technology for U.S. Bancorp's wealth management clients. ... 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

Former Goldman employee and an NFL player charged in insider trading scheme; Sewing says the bank’s “global ambitions are not up for debate.” ... Read full article

People's United in Connecticut pored over all the customer data it could find to persuade customers to give the midsize bank — instead of advisory firms and investment houses — a shot at managing their money. ... Read full article

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC. ... Read full article

Digital advice is still in its early days, says SigFig CEO Mike Sha. ... Read full article

The death of robo. ... Read full article

Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth. ... Read full article

In an investor-backed power play, the robo tech firm wants banks to turn to it instead of traditional core software providers as they upgrade to digital-banking-friendly technology. ... Read full article

The Minneapolis bank is pitching the automated investment advice product, a joint venture with a BlackRock unit, to a wide range of age groups, not just younger consumers. ... Read full article

SigFig was among an early crop of digital advice firms that shifted their focus to serving wealth managers and banks. It has raised more than $100 million from a variety of investors. ... Read full article