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Founded by a 2017 WealthManagement.com “Ten to Watch” alumni, Mark Hoffman’s LifeYield is unveiling several new advisor-friendly features meant to help boost conversations with clients about held-away accounts.
Facing high customer acquisition costs in the business-to-consumer space, the latest wave of robos are hoping to find a faster path for growth by helping advisors.
Few financial advisors will benefit from the growing level of global wealth, savings accounts for gamers and Schwab reports growth in its advisor business.
Avant-garde robo advisor Hedgeable notified users it will no longer be managing accounts by mid-August. The company is still solvent but wants to move in a different, presumably blockchain-centered direction.
