FINANCIAL PLANNING

1. Advisors can now offer 401(k)s with Betterment, but some are skeptical

By Ryan W. Neal 4 min read

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo. Read More →

FINANCIAL PLANNING

2. What Betterment’s diversity data says about the firm, and the industry

By Ryan W. Neal 4 min read

The robo advisor hopes transparency on employee demographics will encourage change. Read More →

FINANCIAL PLANNING

3. Day-trading millennials boost Merrill Edge self-directed investing volume 180%

1 min read

Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger. Read More →

HOT MIC

Bringing incumbents up to speed in a digital age

Q: To what extent will wealth management shed the reputation of having clunky technology?

A: “I think we’re in the throes of it. Have we realized the full vision yet? I don’t believe so. If I’m here talking to you in five years, I’d like to think we’ll have solved that," says Capco partner Bryant Fuller.

Get the whole conversation →

Raising Capital

Robinhood now valued at $11.2B with new fund backing

2 min read

The seven-year-old firm revealed daily average revenue trades of 4.31 million for the month, greater than any of its publicly traded rivals. Read More →

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