Post Tagged with: "SigFig"

UBS Will Launch Advisory Lab Post SigFig Deal

UBS Will Launch Advisory Lab Post SigFig Deal

by June 20, 2016 at 12:02 pm 0 comments

As UBS preps to expand its digital capabilities in wealth management, the bank will launch an Advisory Lab to further explore the most practical uses of robos, according to Richard Steinmeier, head of emerging affluent and the wealth advice center at UBS Wealth Management. The new lab will help UBS maintain a competitiveRead More

Fidelity to Launch Robo-Advising This Summer

Fidelity to Launch Robo-Advising This Summer

by May 31, 2016 at 5:16 pm 3 comments

Fidelity Investments is launching its digital wealth management tool, a.k.a. robo-adviser, later this summer, a company spokesman told Bank Innovation today. The new product, Fidelity Go, has been in customer pilot for the past two months, and, based on customer feedback, will be ready to go live soon. It’s a completely separateRead 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

SigFig Scores a Robo Deal with UBS

SigFig Scores a Robo Deal with UBS

by May 17, 2016 at 1:32 pm 3 comments

SigFig, a San Francisco-based robo advisor, partnered with UBS Wealth Management to create and customize digital tools for WMA’s 7,000 advisors, it was announced today. The tools will “complement” the existing expertise of UBS advisors, and not form a separate automated platform, SigFig said. This move is in line with SigFig’s strategyRead More

Why Is It So Hard to Scale Fintech Startups? It’s a Secret.

Why Is It So Hard to Scale Fintech Startups? It’s a Secret.

by April 29, 2016 at 12:45 pm 2 comments

Why are fintech startups different from other tech startups? Many people would answer regulations, and that’s certainly part of the story. Banks want fintech to be regulated to level the playing field, and fintech companies want regulation to make working with banks easier. But at the Empire Startups Fintech ConferenceRead More

8 Under the Radar FinTech Startups You Should Know

8 Under the Radar FinTech Startups You Should Know

by August 5, 2014 at 3:31 pm 0 comments

Fintech is overflowing with startups, all of them more innovative than the last. We picked our top 8 “under the radar” companies.