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A day after a Robinhood co-CEO said competitors like Fidelity and Schwab weren’t really technology companies, Ram Subramaniam reminded attendees at the same conference how many “technologists” it employs.
Stash kills management fees for those 25 and under, MoneyLion hires Stifel’s Jon Stevenson to run its wealth management division and Fi360 acquires CFFM.
The robo-advisor lets users see what an extended period away from work would do to their financial plan; founder says it’s another step toward the goal of being a full-service financial concierge.
Vlad Tenev, co-CEO of the trade-for-free investment app Robinhood, said at CB Insight’s Future of Fintech conference that he doesn’t view discount brokerages like Schwab or Fidelity a threat.
SmartAsset has raised a total of $51 million, and plans to use the new capital to grow its SmartAdvisor tool, a digital client-lead generation service for advisors.
Passing off mundane tasks to technology frees up your valuable time to meet with more clients, build deeper (and perhaps multigenerational) relationships and even grow your book of business that may have once seemed at capacity.
