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Future of Investing

The human touch: How legacy advisers are adapting to the rise of the robo

Legacy financial advisers have been forced to adapt their business models due to the rise of automated asset management tools developed by startups.
Advisers feel they have no choice but to build tech into their product offerings, but they still feel that there will be demand for personal advice.

Suman Bhattacharyya | October 12, 2017

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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