Podcasts about roboadvising

Wealthfront CEO Andy Rachleff joins Fintech Beat to explain the operational mechanics and economics of roboadvising, and how the technology in the industry differs from the rest of the fintech ecosystem. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthfront CEO Andy Rachleff joins Fintech Beat to explain the operational mechanics and economics of roboadvising, and how the technology in the industry differs from the rest of the fintech ecosystem. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wealthfront is a leading robo advisory platform that offers free personal financial planning, a high yield savings account, as well as a low fee investing platform. In this episode, I walk through my own account and show you some of the features they offer, as well as some important things to be aware of when looking into Wealthfront. I highly recommend considering Wealthfront for at least a portion of your investing dollars and for their financial planning tools. Check it out and see what it's all about! To get your first $5,000 in investments managed fee free, sign up at the following link: https://www.wealthfront.com/c/affiliates/invited/AFFB-3XGQ-AL72-O5XM Pick up a copy of Chase's book here: https://www.amazon.com/dp/1082783188

The wealth management business is in a race —not just a technology race, but a race to engage today’s diverse asset management customers. On the latest episode of the ABA Banking Journal Podcast—sponsored by Reich and Tang Deposit Solutions—top wealth management executive Gunjan Kedia explains what U.S. Bank is doing to better serve women in the marketplace amid sweeping demographic changes. With $21 trillion currently managed by women, “I’m challenging our industry to be ready for them,” Kedia says. She discusses research on how wealth managers can more effectively engage with women. Contrary to surveys, women aren’t actually less confident in wealth management, she says; they just don’t receive messages in language that resonates. “Women are far more likely to use negative words like ‘stress, ‘anxiety,’ ‘boredom,'” she says. “They want to talk more about the purpose of what money can do, rather than just the number.” Speaking on the sidelines of the ABA Wealth Management and Trust Conference, Kedia also discusses the convergence of four traditional models of wealth management and how U.S. Bank’s “smart DIY” approach to wealth technology is expanding customers’ financial capabilities. “It’s a little bit of a race on who gets to all the positives of the four models first.”

There are nearly two million nonprofits in the United States, yet the options of not-for-profit-focused financial services remain minimal.  After spending over 15 years with various Wall Street firms - many of those spent also serving on nonprofit boards - Sharon Liebowitz set out to create a product to help nonprofits be more productive with their money.  With the rise of roboadvisors and robust fintech tools, her idea is coming of age at the perfect time.