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roboadvisory

The Future of Roboadvisory with Bambu

The Future of Roboadvisory with Bambu

Ned Phillips is the Founder and CEO of Bambu, a white-label roboadvisory platform. Backed by Franklin Templeton, among others, Bambu builds roboadvisory offerings for banks, investments firms and other consumer-facing businesses. In this conversation, we discuss the limitations of current roboadvisory offerings, the reasons banks have trouble designing solutions for

In Pursuit of Comprehensive Financial Wellbeing with Betterment

In Pursuit of Comprehensive Financial Wellbeing with Betterment

Jon Stein is the Founder and CEO of Betterment, one of the world’s leading digital investments companies. We first connected with Jon in January 2018 in a great episode that’s still very relevant today. Since then, Betterment has added $4 billion in assets under management to its platform

Maintaining the Edge in an Evolving Market with BlackRock and Hargreaves Lansdown

Maintaining the Edge in an Evolving Market with BlackRock and Hargreaves Lansdown

The investments space is changing as fast as any other financial services vertical, with roboadvisors, free stock trading apps, contextual behavioral experiences, software automation, AI, new pricing structures and crypto all shaping the future direction of the industry. Today, we discuss the current state and likely future of the space

The Past, Present and Future of Roboadvisory with Nick Hungerford

The Past, Present and Future of Roboadvisory with Nick Hungerford

Nick Hungerford is the founder of Nutmeg, the UK’s leading roboadvisor. Nick founded Nutmeg in 2011 and ran it for five years. Currently, Nick is a partner at Portag3 Ventures and serves on the boards of Nutmeg, multiply.ai and Hong Kong based digital bank Neat. In addition to

Roboadvisory is not a product, it’s a feature

Roboadvisory is not a product, it’s a feature

Over the holiday weekend, I mulled over the latest developments in the roboadvisory space and considered what they mean for the future of the industry. The music keeps playing Canadian roboadvisor Wealthsimple raised $75 million from Allianz’s digital investments arm in “a great step” toward the company’s future

When Will Digital Investing Hit Its Stride?

When Will Digital Investing Hit Its Stride?

Lex Sokolin started a roboadvisor way back in 2009, which was eventually sold to AdvisorEngine. As a result of that experience, and the strategy and advisory work he's done since, Lex has unique insight into the evolution of the digital investments space, one of the fastest moving areas