Tag: roboadvisor

Are Retail Investment Offerings Fit for Purpose?

Historically characterized by high fees and questionable objectivity, retail investments are going through a transformation as the likes of Robinhood, Betterment, Scalable Capital and others bring compelling digital offerings to market. Richard Theo is the co-founder and CEO of Wealthify, one of the UK’s leading roboadvisors. With a background in technology and computer science, Richard started Wealthify in 2014 to take […]

The Psychology of Personal Finance

Today’s subject is decision making. Why is it so hard for people to make good decisions around savings, investments and money in general? We’re joined by behavioral scientist Greg Davies, Head of Behavioral Finance at Oxford Risk, and Ella Rabener, co-founder and Chief Marketing Officer of Scalable Capital, to discuss. Tweet at us @rebankpodcast or connect on Facebook or LinkedIn to join the conversation. Thank […]

Wealth for All with Betterment

Jon Stein is the CEO and founder of Betterment, one of the leading roboadvisors in the US. After amassing experience advising banks and brokers on risk and products, he founded Betterment in 2008 to make people’s lives better. Jon is a graduate of Harvard University and Columbia Business School. He holds Series 7, 24, 63 […]

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