Want to build a client-facing robo-advisor around your own investment strategies? Bambu’s partnership with technology-provider DriveWealth may make it possible.
The shuttering of WorthFM, one of a number of high-profile robo advisors meant for female investors, demonstrates that high-gloss branding and niche appeal doesn’t overcome the client acquisition challenge.
Michael Outlaw will open Rockefeller Capital Management’s Atlanta office and will be responsible for leading the firm’s growth strategy across the region.
