Betterment, the leading independent robo-adviser, is continuing its expansion into new product lines with the announcement Wednesday of new retail tools to help clients combat student debt by planning and managing college loans.  The company’s first foray into the 529 ...

Even after the recent Bitcoin crash that cut the value of the digital asset in half earlier this year, retail investors and advisers are still flocking toward the explosive world of crypto.  According to InvestmentNews Research, about a third of ...

Some of Wall Street’s most well-known brands are snapping up digital startups that cater to younger and more tech-savvy investors, and are ponying up billions of dollars to bring them on board. The UBS Group’s recent $1.4 billion acquisition of ...

Betterment, the leading independent robo-adviser, announced that it’s acquiring cryptocurrency manager Makara Inc. in a deal that marks the company’s first major foray into digital assets. The Seattle-based registered investment adviser Makara offers automated services that allow users to invest ...

The recent UBS acquisition of Wealthfront for an eye-popping $1.4 billion brings down the curtain on Act II in the long-running drama, “Robos on Wall Street.” What will happen in Act III, and how will the show end? First, review ...

Betterment, the leading independent robo-adviser, is known for high-profile TV campaigns, including commercial spots during the U.S. Open featuring Maggie Siff from the hit Home Box Office Inc. show “Billions.” But no one in the marketing department of the 420-employee-strong ...

The October edition kicks off with the big news that Franklin Templeton is acquiring O’Shaughnessy Asset Management and its Canvas direct indexing platform, as yet another traditional asset manager makes a bet that the future will be increasingly driven by ...

Independent digital investment adviser Betterment announced Wednesday it has secured $160 million in growth capital, its largest capital round to date that has pushed the fintech’s valuation to $1.3 billion.  The extra capital consists of a $60 million Series F ...

As the nation reopens and moves toward a sense of normalcy in the wake of the pandemic, surveys are still analyzing the behavior of the new investors who flocked to online brokerages in 2020.  Day trading expanded in 2020 as ...

Betterment is taking another step toward its mission to rapidly grow its adviser-focused business line throughout the year. The robo-adviser announced Tuesday it is tag-teaming with fellow fintechs RIA in a Box, RightCapital and Wealthbox to offer new and breakaway ...