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What Wealthfront’s Reported Valuation Drop Means for Indie Robo Advisors

Despite several projections about the future strength of digital advice, executives took to social media to express doubts that wealth management disruptors would remain standing—undone instead by private equity investor demands, tepid growth and evolved competition. To read the full article in FinancialPlanning, click: What Wealthfront’s Reported Valuation Drop Means for Indie Robo Advisors. ...

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3 Silicon Valley Trends That Will Reshape the Financial Services Industry —Forbes

Increased Transparency, More Automation, and More Access to Capital   Rod Ebrahimi, a columnist for the Entrepreneurs section of Forbes, writes that "Thousands of miles away from Wall Street, some David-sized companies in Silicon Valley are cultivating new trends that will change people’s relationship with money." ...

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