Future of Investing

Betterment launches way to help investors donate to charities, increasing pool of potential customers

  • Robo-adviser Betterment launched a service to allow customers to more easily donate to partner charities.
  • In the hotly contested space for financial advice, it's an example of how startups like Betterment are pushing unique offerings to differentiate.
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Artificial Intelligence, Future of Investing

How Farther is building a wealth management platform in the age of AI

  • 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

The Quarterly Review: How Acorns’ CFO Seth Wunder turns insights from market research into products and brand awareness

  • 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

Hotspots for investor support: What fintech CEOs are eyeing in the latter half of the year

  • 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

The Quarterly Review: The future of portfolio management and AI assistants ft. Public’s Leif Abraham

  • 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

How data platform Ascent leverages CUSO and corporate VC investors to expand into credit unions

  • 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
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