Expansion afoot at Personal Capital and Betterment

Feb 07, 2019  |  View as webpage

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Weekly Top 6

1. Betterment finds a second home

The robo advisor is opening its first location outside Manhattan. (Financial Planning) Read More

2. eMoney's newest competitor is ... its founder?

Edmond Walters' new software is backed in part by Envestnet CEO Jud Bergman. (Financial Planning) Read More

3. Pershing recommits to its RIA channel, adds robo

In a sweep of changes, the custodian is embracing an open architecture technology platform. (Financial Planning) Read More

4. TD Ameritrade beefs up cybersecurity with 'military-grade’ platform

The custodian wants to help advisors keep data safe while dealing with third-party vendors. (Financial Planning) Read More

5. Can AI help banks thwart elder abuse?

In 2018, U.S. banks reported 24,454 suspected cases of financial elder abuse. (American Banker) Read More

6. The Google advisor?

Some monster tech brands will enter the investment management business. (ETF.com) Read More

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Hot Mic

Envestnet goes after the richest investors: Q&A with CEO Jud Bergman

Q: Do you see continued growth in the independent channel?

A: The fiduciary standard is just a better business model. Then, combine that with better technology. It’s going to continue to appeal to quality minded advisors

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On the Agenda at In|Vest 2019

DEMO @ In|Vest

Got an exciting new wealthtech solution? If so, we're accepting the second round of Disupt|Demo applications through Friday, February 15. These live product demos continue to be an audience favorite at In|Vest.

  Learn more | Register

Raising Capital

New $50M for Personal Capital clears path for growth

The hybrid digital advice firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah. (Financial Planning)

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About IN|VEST

In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More