Building clients’ wealth by putting excess cash on ‘Autopilot'

Arizent.com Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.

Unsubscribe View in browser FINANCIAL PLANNING 1. Building clients’ wealth by putting excess cash on ‘Autopilot’ By Penny Crosman 4 min read Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs. Read More → FINANCIAL PLANNING 2. Can robo advisors truly be 401(k) fiduciaries? By Scott MacKillop 3 min read Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in. Read More → FINANCIAL PLANNING 3. Pershing takes ‘step forward’ to a password-less future By Ryan W. Neal 2 min read The custodian’s NetX360 desktop now supports biometric authentication. Read More → HOT MIC Inside RBC’s tech strategy to attract and retain advisor talent Q: What is an example of how the technology has improved? A: “We took what used to be a very manual, lengthy process in terms of onboarding clients — opening new accounts could take many, many days — and digitized and streamlined so it takes hours” says Amit Sahasrabudhe, chief operating officer of RBC Wealth Management – U.S. Get the whole conversation → Raising Capital Fintech veterans launch blank-check firm to buy a startup By Penny Crosman 5 min read Betsy Cohen, formerly of The Bancorp Bank, and venture capitalist Ryan Gilbert have created a vehicle to raise hundreds of millions of dollars, purchase a technology company and expand it. Read More →

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