Post Tagged with: "robo advisory"

Humans Hold Hands as Robos Invade Wealth Management

Humans Hold Hands as Robos Invade Wealth Management

by June 20, 2016 at 11:56 am 0 comments

In an environment of changing demographics and continuing emergence of robo-advisors, the role of a human advisor remains  crucial. This was the message from Neesha Hathi, EVP of executive services platform at Charles Schwab, during the InVest 2016 conference last week. The company launched its fully automated Schwab Intelligent Portfolios last year,Read More

Yodlee’s Wealth Management Focus Involves Some Robos

Yodlee’s Wealth Management Focus Involves Some Robos

by June 13, 2016 at 12:29 pm 0 comments

Wealth management will be the focus for Yodlee this year, and robo-advisory may well be a part of it. Yodlee has said before that the acquisition by Envestnet created an opportunity for the data aggregator to dive into the wealth management space. It is now a part of a largerRead More

SigFig Deal Shows Banks Love Robo-Advisors

SigFig Deal Shows Banks Love Robo-Advisors

by May 24, 2016 at 6:56 pm 3 comments

More and more companies are jumping on the robo-advising bandwagon. Santander InnoVentures, the fintech venture arm of Santander Group, together with nine other major FIs and investors, today announced its investment in robo-adviser SigFig. SigFig netted $40 million overall from Comerica, Eaton Vance, New York Life, UBS and venture capitalRead More

Wealth Management Still a ‘People’s Business,’ New Regions Exec Says

Wealth Management Still a ‘People’s Business,’ New Regions Exec Says

by May 20, 2016 at 12:20 pm 1 comment

Digital advisory — a.k.a. robo advisory — is a trend to “watch closely,” according to Kate Randall Danella, Regions Bank’s newest head of private wealth management. But adoption by the bank is likely years away. It’s a space we are watching closely and having conversations now. We look into howRead More