The $100 million investment by Swedish VC firm Kinnevik in NYC based Betterment doubled in one swoop the amount the automated advisor has raised…
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ウィリアム・トラウト
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2016/03/29
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2016/03/28
JP Morgan Chase’s decision to double the minimum asset level (from $5 to $10 million) required for service by its private banking group undersc…
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2016/03/27
JP Morgan Chase’s decision to double the minimum asset level (from $5 to $10 million) required for service by its private banking group undersc…
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2016/03/21
What do Goldman Sachs and a free spirited Texas startup have in common? An interest in automating the small plan retirement business, it turns…
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2016/03/14
In a recent post, I pointed out the failure of Wealthfront and other robo advisors to offer an account aggregation function. How, I ask, can an…
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2016/03/10
2014年12月に発行した弊社レポート「ロボアドバイザーをめぐるディスラプション」では、ロボアドバイザーのもたらす脅威に対し、伝統的なウェルスマネジメント会社がどう取り組んでいるのかを記載しました。 その後今日に至るまで、ロボアドバイザーの世界は大きな変化を遂げました。 ロボアドバイザ…
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2016/03/07
One of the apocalyptic scenarios floated by antagonists to the proposed DoL fiduciary standard is the emergence of an “advice deficit,” whereby…
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2016/03/03
In Disrupting the Disruptors: RIAs, Online Brokers, and the Challenge to the Automated Investment Advisors, published back in December 2014, I l…
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2016/02/22
(英文レポート" Robo 3.0: The Rise of the Asset Managers and the Robo Advisor Responset "の重要部分を抽出し翻訳しました。) これまで、投資やフィナンシャルプランニングの助言に対する報酬はアドバイザーのみが享受でき…
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2016/02/08
It's heartening when, in an industry often criticized for its rapacity, a firm tries to do right by its investors. By launching its Portfolio R…
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2016/01/22
Free advice is poor bait. Just ask SigFig and FutureAdvisor, who rolled out free portfolio analysis tools as a way to hook what proved to be ve…
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2016/01/15
As a follow up to my last post, I want to provide a little context on the challenges facing bank brokerages. Banks and their brokerage arms rep…
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2016/01/13
Given their mass market and mass affluent orientation, banks would seem obvious candidates to deploy automated investment platforms. After all,…
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2016/01/12
First BlackRock buys FutureAdvisor, now Invesco snaps up Jemstep. Consolidation of the robo advisor space is heating up, with asset managers lea…
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2016/01/04
Much ink has been spilled predicting the end of the tech boom, most recently in The Wall Street Journal. Yet even as deal volume has tumbled, an…