robo-advisor
SEC slaps startups Wealthfront and Hedgeable with fines for making false disclosures
The Securities and Exchange Commission appears to be keeping a close eye on financial services startups, with today’s news that the agency has settled cases with two robo-advisory companies over
After raising $70M, Betterment expands financial advice to all users
On the heels of announcing a fresh $70 million in funding led by Swedish investment firm Kinnevik AB, Betterment is launching a new messaging feature that will allow users to ask questions and get an
Vault now offers retirement accounts for any independent contractor
A little more than six months ago, Vault took to the Disrupt Battlefield stage to introduce automated investment accounts small and medium-sized business owners could offer to their employees. Today
Yomoni raises $5.4 million for its automated portfolio management service
French startup Yomoni is a promising fintech startup operating robo-advisors. It means that you can give the company some of your savings, and the startup automatically manages a portfolio for you, bu
Boom, bubble or bust for fintech?
The term “fintech” has become all the rage; investors and media can’t stop talking about it. Many people also have been talking about the “bubble” in the tech industry, but could there be a
The technology-driven transformation of wealth management
In today’s digital world, everyday functions such as making dinner reservations or hailing a taxi are done at the touch of a button. Similarly, other, more complex and esoteric functions, such as we