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Bisharat brings over 30 years of executive and marketing experience growing startups into enduring consumer brands
The company will enable clients to build their own portfolios and edit existing portfolios and is also exploring adding crypto options as well
Wealthfront in the news
Best Robo Advisors of 2022
Best for Investors with Multiple Goals: Wealthfront allows investors to plan for multiple investment goals and offers an extensive list of investment options with some ability to customize choices.
Robo Advisers Target Young Adults Interested in ESG Investing
Investors can start with Wealthfront’s Classic or SRI portfolio and customize it by adding funds to support the causes they care most about, or removing funds that they don’t want.
How Direct Indexing Could Work for You
Malkiel, Wealthfront’s chief investment officer, says that tax loss harvesting is one of the only exceptions he makes to his passive-index-investing advice: “I absolutely believe in direct indexing. It is really very helpful in times like this, when the market has declined so sharply.”
UBS, Wealthfront Agree to Terminate Planned Merger
$1.4 billion deal announced in January was billed as a way to help bank reach younger investors seeking wealth advice online