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Future of Investing

Why big financial firms are building robos instead of white labeling

Wells Fargo, Morgan Stanley and JPMorgan Chase have all launched their own digital investment products; Goldman Sachs, Raymond James, YF Financial and ICBC are all currently developing their own
Like Walmart’s purchase of Jet.com to compete with Amazon, large financial institutions are launching home grown robots-advisers to compete for DIY or too-small investors

Tanaya Macheel | January 30, 2018

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Artificial Intelligence, Future of Investing

Farther is a technology-centric wealth management firm, with AI playing a pivotal role in differentiating the company from traditional wealth management firms and Registered Investment Advisors (RIAs).
However, in Farther’s framework, AI is the dependable supporting actor, essential to the storyline but never the protagonist.

Sara Khairi | November 14, 2024

Designing new products, Future of Investing, Modern Marketing, The Quarterly Review

In this edition, we check back in with Acorns' Seth Wunder about how his plans to distill market research done by the firm into product development panned out.
Wunder breaks down how the firm has been enhancing its current product suite by focusing on GoHenry, and shares plans to release a new app for its Acorns Early product.

Rabab Ahsan | November 12, 2024

Business of Fintech, Future of Investing

Fintech CEOs are generally optimistic for the year's second half.
Logan Allin, founder and managing partner at Fin Capital, outlined fintech CEOs' key objectives and strategies to mitigate the effects of high interest rates on funding and valuations.

Sara Khairi | August 06, 2024

Future of Investing, The Quarterly Review

Leif Abraham, co-CEO and co-founder of Public dives into how the firm is planning on adapting to changing investor sentiments and behaviors.
Currently Abraham is busy integrating the firm's AI assistant into their investment flow and building new products that better cater to modern portfolios.

Rabab Ahsan | July 15, 2024

Future of Investing, Keys to growth

Data company Ascent worked with two investors in the CUSO and credit union space to go to market targeting credit unions.
We spoke to the firm's CEO as well as with investors from the Reseda Group and TruStage Ventures about how they built a collaborative ecosystem to help portfolio companies.

Zachary Miller | June 14, 2024