Stockspot raises $3m Series B
Sydney based robo-advisor Stockspot has raised $3m in Series B funding led by Graham Tuckwell. Stockspot is Australia’s first...
News by FinTech Collective
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Wealthsimple raises $15.25m Series B
Toronto based robo-advisor Wealthsimple has raised $15.25m in Series B funding led by Power Financial Corp. Wealthsimple’s national...
Five Robo Advisers, Five Very Different Portfolios
Here's what Betterment, Wealthfront and 3 other robo advisers picked for a moderate US investor. Interestingly the portfolios varied...
II - Mark Casady settles the question of whether LPL will start its own robo-advisor
The CEO of LPL Financial, Mark Casady, is skeptical of the robo-advisors and believes only one or two of these companies will survive....
I | Schwab spills robo-beans to Wall Street
This is a good re-read, in the context of Mark Casady's comments this week (part II) and the Envestnet-Upside acquisition (part III).
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"Schwab’s robo-effort remains a subject of some fascination for us. Schwab has started an RIA that charges no fees but tells the SEC...…
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