Wealthfront, an automated online financial adviser, or “robo-adviser,” is reportedly breaking into the lending space. The company has become a client with RBC Capital Markets’ Correspondents Services, providing them with provides them with clearing and custody service. This relationship is part of a move that...
December 09, 2019
Goldman Sachs is planning to launch digital wealth management services to customers with as little as $5,000 in 2020. The company is also planning to launch a robo adviser next year, offering a solution for clients with as little as “$5,000, $10,000 or $15,000” to invest, Joe Duran, founder of the United Capital wealth management […]
April 20, 2017
Wealthfront, an automated online financial adviser, or “robo-adviser,” is reportedly breaking into the lending space. The company has become a client with RBC Capital Markets’ Correspondents Services, providing them with...
