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SigFig Branches Out, Defends Its Technology After UBS-Wealthfront Deal

SigFig CEO and co-founder Mike Sha said longtime partner and investor UBS needs his firm as it moves forward with its acquisition of Wealthfront.

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Cambridgeshire
United-kingdom
Alois-pirker
Kian-abouhossein
Mike-sha
Ralph-hamers
Huw-williams
Cambridge-savings-bank
Advisor-technology-research
Scotiabank
Wells-fargo

What the Wealthfront deal means for Betterment

Betterment may now have a significant bullseye on its back from potential buyers after the $1.4 billion megadeal for Wealthfront.

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Craig-iskowitz
Scott-smith
Thomas-mason
Danielle-shechtman
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Financial-industry-regulatory-authority-inc
Morgan-stanley
Ezra-group
Makara-inc
Viacom-media-networks
Us-bancorp

Six questions about UBS Wealthfront acquisition

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

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Swiss
Meb-faber
David-fortunato
David-goldstone
Andy-rachleff
Michael-kitces
Alois-pirker
Gavin-spitzner
Ralph-hamers
Adam-nash
Bloomberg

UBS Purchase of Wealthfront Puts Advisors, Tech On Collision Course

Wealthfront, and its famously anti-human advice mantra, is being purchased by UBS for $1.4 billion.

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America-merrill-lynch
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Goldman-sachs
Andy-rachleff
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Ralph-hamers
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Javelin-strategy-research
Workplace-wealth-solutions
Wealth-advice-center

Wealth management assets in 2020 tracked by Aite-Novarica

The traditional brokerages have yet to relinquish their leading share of client assets, according to a new Aite-Novarica Group report.

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Lisa-salvi
Raymond-james
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Fidelity-investments
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Merrill-lynch
Aite-novarica-group
Advisor-group

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