M1 is a unique company in the investment space, letting users open an investment account, checking account, debit card or...
Vanguard already has a more hybrid offering which was paired with human advisors but is now launching a digital only...
PingAn Bank on Wednesday launches its robo-advisor services, which utilize black-litterman model and quantitative asset allocation methodology to customize users’ investment portfolio based on their risk preferences. Source (Chinese)
Schwab Intelligent Portfolios now boasts $24 billion assets under management and has hired Cynthia Loh, the ex-general manager of Betterment for Business; article reports on Schwab’s robo-advice platform growth, the cannibalization the firm saw with the offering, and what the new hire might mean for Schwab’s future plans. Source
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