Will Schwab launch a robo for employer 401(k)s?

The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.

Unsubscribe View in browser IN|VEST WEST → December 5-6, 2019 | San Francisco Featured Speakers Agenda Attend FINANCIAL PLANNING 1. Will Schwab launch a robo for employer 401(k)s? By Suleman Din 2 min read The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients. Read More → SPONSOR CONTENT Tap into the Power of Smarter Technology Artificial intelligence, machine learning, and predictive analytics are driving new kinds of software product development and decision-making capabilities for advisors across the enterprise. LEARN MORE NOW FINANCIAL PLANNING 2. Registration now open for 2020 Best Fintechs to Work For 1 min read The deadline to apply is Sept. 27. Read More → FINANCIAL PLANNING 3. Vanguard’s robo recommendations? Vanguard funds only By Sean Allocca 4 min read The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds. Read More → AMERICAN BANKER 4. JPMorgan donates $25M to get fintech in hands of underbanked By Will Hernandez 2 min read It is the bank’s second big gift to the nonprofit Financial Health Network in recent years, with this one earmarked for a financial solutions lab. Read More → AMERICAN BANKER 5. Savings app Blast has new target market — PC gamers By Will Hernandez 4 min read The app, which started with mobile gaming, will now integrate itself with some of the most popular video games on the market such as Fortnite. Read More → FINANCIAL PLANNING 6. Advisor tech shifts focus to next-gen clients By Paola Peralta 3 min read Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors. Read More → HOT MIC How tech is altering the fixed-income landscape at a critical time Q: How can tech help advisors with fixed income services? A: “Technology can ... provide a perspective. And that’s just the challenge, to create the code to do that and then onboard relationships,” says Gurinder Ahluwalia, CEO of 280 CapMarkets. Get the whole conversation → No one dives deeper into wealthtech In|Vest West will focus on cutting-edge wealth technology, and feature the fresh ideas from startups that will be the future suppliers and partners to the major firms in our industry. • Meet Our First Speakers → And stay tuned. There are more to come! • Get your Saver Rate ticket → $500 savings end October 4. • Sponsor or demo at In|Vest West → Sign up now. Limited opportunities remain. See Full Agenda → Raising Capital U.S. investors fund Mexican lenders targeting underserved merchants By Robin Arnfield 5 min read Goldman Sachs, Elevar Equity and QED Investors are among institutions financing Mexican lenders that fund SMEs. Read More → ABOUT IN|VEST | In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice.... Learn More → Unsubscribe | Manage preferences | Privacy Policy | Reprints One State Street Plaza, 27th Floor, New York, NY 10004