News, Comment & Analysis results for Wealthfront

Technology
February 13, 2025

How Artificial Intelligence, Industry 4.0 Increases Wealth Workforce Skills

February is a month when this news service will be exploring use cases for AI in wealth management

Strategy
December 23, 2024

What’s Next For Robinhood, Sovereign Wealth Funds And AI? Most Interesting Industry Questions, Part 2

In the second part of this two-part review, our US correspondent examines the questions most likely

M and A
September 6, 2022

UBS, Wealthfront Terminate Merger Deal

UBS declined to comment further on the reasons for the merger talks coming to an end.

People Moves
July 13, 2022

Change At Top Of UBS Wealth Management

UBS has announced an executive board reshuffle, as Tom Naratil steps down after 39 years at the

WM Market Reports
March 30, 2022

Personalize Wealth Services To Stay Competitive, Report Urges

How to cover a wide number of clients efficiently without losing a personal touch? The answer, so a

WM Market Reports
March 8, 2022

US Wealth Managers Nervously Eye Robo-Advisors – Study

UBS's purchase of US digital wealth manager Wealthfront – one of the largest such deals in recent

Financial Results
February 1, 2022

Full-Year Profit Rises At UBS, Assets Grow

Results in 2021 showed a stronger profit and figures for fee-based assets during the course of a

M and A
January 27, 2022

UBS Steps Up Digital Game With Wealthfront Acquisition

The battle to win business from Millennials and Gen Z clients, less beholden to traditional models

Strategy
October 21, 2021

Robo-Advisor Deepens, Expands TD Bank's Wealth Prowess

The US banking group, present on the ground from Maine to Florida, talked about a robo-advisor

WM Market Reports
February 22, 2021

Global Robo-Advisor Market To Reach $6.2 Trillion In 2027

The digital channels of wealth management that use AI to help craft asset allocation, among other

Comment & Analysis results for Wealthfront