Wealthfront Turns to Artificial Intelligence to Improve Robo Advice

Ryan W. Neal

Wealthfront’s latest iteration relies on artificial intelligence and the integration of modern application program interfaces (APIs).

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Schwab Unplugs Its Customized Version of Salesforce

Ryan W. Neal

Schwab will discontinue the customized version of Salesforce stitched into its advisor platform, opting instead to support the integration of Salesforce, as well as Salesforce competitors, on the OpenView Gateway platform.

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Fidelity Starts Testing Robo-Advisor Service on Existing Clients

Margaret Collins

Fidelity Investments has begun testing an automated-investment service on a small group of existing customers.

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Citi: Robo-Advisors Will Never Take the Place of Traditional Investment Managers

Julie Verhage

It's OK, Charles Schwab Corp. and BlackRock Inc.: Robo-advisors won't be taking away your high-net-worth clients.

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Robo-Advisor Betterment Sees $700 Million Valuation After New Round of Funding

Julie Verhage

Online financial advisor Betterment LLC has secured $100 million in new funding that has boosted the company's valuation by 55 percent. 

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