Uncategorized

[presentation] optimizing your portfolio with ETFs

close

Email a Friend

[presentation] optimizing your portfolio with ETFs

Wealthfront is pivoting — away from the marketplace of RIAs model like Covestor employs and towards fundamental, portfolio management delivered over the Internet.

The firm appears to be joining a growing bunch of firms focusing on the online delivery of financial advice, like:

  • Personal Capital:  a portfolio manager with A-team management, providing portfolio management over the Interwebs (see my interview with the president of Personal Capital)
  • LearnVest: Focused on a younger, female demographic, delivers financial advice, courses, bootcamps, and now, a subscription model that gives clients financial planning and access to CFPs for ongoing advice.
  • Hedgeable: up over 10% in 2011, this upstart — founded by two experienced hedge fundies — provides institutional-type strategies to individuals for insanely affordable fees (some services are free).
  • Jemstep: Plug in your portfolios at different brokers and the Jemstep platform analyzes everything and makes suggestions to help your optimize your holdings. (here’s my interview with Jemstep)
Wealthfront’s new approach is to emphasize its adherence to MPT (Modern Portfolio Theory) and this is the first presentation from the newly-focused firm. I think it’s pretty sweet.

0 comments on “[presentation] optimizing your portfolio with ETFs”

Events, Uncategorized

New speakers announced for Tearsheet’s Resilience Conference

  • The Resilience Conference will celebrate the people, teams and companies successfully navigating through this crisis.
  • 3 new speakers have just been announced.
Tearsheet Editors | June 25, 2020
The Customer Effect, Uncategorized

Inside Yielders, the UK’s first regulatory compliant Islamic crowdfunding platform

  • Yielders, an equity-based crowdfunding platform for real estate, is the first Shariah-compliant financial technology company to get regulatory approval in the U.K.
  • The platform's user base is 35 percent non-Muslim, some of whom may be attracted to the ethical investing principles.
Suman Bhattacharyya | May 18, 2017
Sponsored, Uncategorized

FinTech is changing your life, and you don’t even know it

Brandeis University | May 01, 2017
Uncategorized

FinTech Week: By the numbers

  • Empire Startups' inaugural FinTech Week begins today in New York
  • In preparation for 25 forthcoming events over four days, here's a breakdown by the numbers.
Tanaya Macheel | April 24, 2017
Uncategorized

Hi 5! The top five fintech stories we’re following today

  • Retailers may be looking into the future as opposed to implementing for today.
  • Banks are working to get more people comfortable using mobile apps.
Zack Miller | February 06, 2017
More Articles