Displaying 10 results
Empower settles with former advisors in poaching case
The suit involved 13 advisors, all of whom joined Empower via its acquisition of Personal Capital, who departed to establish a rival advisory firm.
Compound Planning hails ‘pivotal’ hire of nine financial advisors
The digital family office firm was formed from a merger in 2023.
Wealthfront tops ranking of robos amid 2022 volatility
The two first quarters of this year showed some robos to be particularly resilient, according to the latest Robo Report from Condor Capital Wealth Management.
NextCapital co-founder steps down
Rob Foregger, who led the establishment of the fintech firm in 2013, left his day-to-day responsibilities at the company in May, but is still a shareholder and adviser.
Olympian Apolo Ohno joins Personal Capital wellness campaign
Personal Capital is the latest wealthtech to leverage star power to promote brand awareness via financial wellness marketing campaigns.
Top 5 largest robo-advisers by AUM
Vanguard reigns king for incumbents disrupting the robo-adviser space, while Betterment continues to manage the most assets among independents.
Empower to buy Fifth Third’s $6 billion retirement business
Empower will acquire 476 retirement plans and provide record-keeping and administrative services for the participants on Fifth Third’s platform
Schwab launches free financial planning tool
The brokerage joins a list of industry players touting free or low-cost financial planning apps to attract younger clientele
Empower’s Personal Capital acquisition highlights convergence of wealth and retirement
Retirement plan advisers should heed the implications of the deal
Empower Retirement to buy Personal Capital in $1 billion deal
The deal would bring Personal Capital's online and human adviser services to Empower's retirement plan business
