Articles tagged "Tom Kimberly"
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Betterment reboots its RIA business big-time with new chief, ACATS for ETFs and the ability to fold existing holdings into robo portfolios
Cara Reisman absorbs duties of Tom Kimberley -- then gets to work making the New York robo-custodian more like classic RIA custodians
March 29, 2018 at 12:06 AM
How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick
Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks
October 26, 2016 at 5:39 PM
Betterment makes Goldman Sachs and Vanguard partners as it shifts into higher RIA gear
With advisors demanding to get back in the driver's seat, the robo's RIA chief, Tom Kimberly goes for two big-name model portfolio strategists under the 'Betterment for Advisors' brand
September 14, 2016 at 1:29 PM
Betterment shut down trading post-Brexit to dodge 'trading blindly into extraordinary volatility'
The New York-based robo takes a 150-minute time-out saying to do otherwise would have been 'irresponsible'
June 24, 2016 at 7:08 PM
Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback
During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features
April 29, 2016 at 8:48 PM
With eMoney in its back pocket, Fidelity Investments won't exercise its option to continue Betterment deal as it nears launch of its own robo
The one-year semi-exclusive alliance never caught fire with Fidelity RIAs and the Boston giant will now use eMoney as kindling for a new digital-for-RIA launch
November 19, 2015 at 11:47 PM
Betterment hires an RIA chief who reframes the vision from 'robo' to 'one-throat-to-choke' custodian -- and viable Schwab competitor
Fresh off selling Upside to Envestnet, Tom Kimberly is Betterment Institutional's general manager and architect of a new vision
November 19, 2015 at 12:31 AM
Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform
Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated
March 2, 2015 at 9:08 PM
Josh Brown and Barry Ritholtz, masters of the financial Twitter/blogging universe, launch a robo effort to monetize their followers
The pair's modest RIA and immodest following could come catch fire with Upside as a partner
