Blog

News and Insights

News, research, and insights to help you navigate the evolving landscape in digital wealth management.

RobustWealth Blog: Insight and News

Recent Posts

Goodbye, Cumbersome Onboarding. Hello, Streamlined Wealth Management.

Last summer, we enhanced our onboarding capabilities as part of our upgraded advisor platform. We kept it flexible, with options for advisor-driven or client self-directed onboarding, enabling advisors to service and personalize each client experience. Advisors can customize the risk tolerance questionnaire, hone goal planning and design investment strategies alongside a client or allow them to work through the process independently while tracking their progress. … Read More

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5 Reasons To Marry Wealthtech and Goals-Based Planning

Gone are the days of the one-size-fits-all investment model. Today’s investors increasingly value and expect holistic advice that will help them achieve competing goals through a wide range of dynamic investment strategies. Leveraging a wealthtech platform that is built for goals-based financial planning can help advisors more efficiently personalize plans according to client needs. … Read More

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Taking Your Bank Digital? Here’s How We Can Help

When it comes to supporting community and regional banks, we understand that providing an online offering that cultivates the same level of trust, flexibility and security that customers have come to expect from their regional branch is critical. Our mission is to enable you to make wealth management services more accessible to your customers by creating operational efficiencies through digitization. … Read More

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The Future of Finance

Automatic-Rebalancing-Features

Why Automatic Rebalancing Matters

Portfolio rebalancing is an essential part of investment management. Over time, because of the randomness inherent in security returns, portfolios drift away from their desired asset allocation. When this happens, there are a few results: none of them good. For

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Economic Growth in the President Trump Era

Regardless of which candidate you supported, it’s important to think about the political environment and its impact on economic growth in order to manage your clients’ portfolios.  Much has been made of the post-election stock market rally. The story often

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Events

RobustWealth and the Lambertville Office Expansion

RobustWealth Celebrates Office Expansion

The RobustWealth team proudly revealed their newly expanded office space on Tuesday, April 9th, during a Grand Opening and Ribbon Cutting event. Joined by Mayor Julia Fahl, local University Professors, and the community, RobustWealth toasted to the new digs.  

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RobustWealth has an office grand opening in Lambertville due to company growth

RobustWealth Hosts Grand Opening to Celebrate Explosive Company Growth

Expands Lambertville-based headquarters as staff nearly quadruples   Lambertville, N.J.–April 10, 2019 – RobustWealth®, an innovative fintech company and provider of digital wealth management solutions, this week celebrated the grand opening of its expanded headquarters in Lambertville, NJ. The 9,000-square-foot addition will accommodate the

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Team News and Updates

Meet The Team: Our 2020 Summer Interns

By: Mike Kerins, Founder and CEO of RobustWealth The unprecedented global pandemic has turned business as usual on its head. In turn, many companies struggled with how to move forward with their summer internship programs. We continued to look toward

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One Year Later: RobustWealth and Principal #ClimbOn

Last summer, Principal Financial Group® completed the acquisition of our company, RobustWealth®. Since then, we’ve accomplished a lot together and we’re excited for the long runway ahead of us. To celebrate the first year of our relationship in the books,

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Press

Advisor Platform

RobustWealth Introduces New Iteration of Advisor Platform

RobustWealth is thrilled to announce the release of our Advisor 2.0 platform, accompanying our recently released Client 2.0 portal.  The intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing,

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RobustWealth and the Lambertville Office Expansion

RobustWealth Celebrates Office Expansion

The RobustWealth team proudly revealed their newly expanded office space on Tuesday, April 9th, during a Grand Opening and Ribbon Cutting event. Joined by Mayor Julia Fahl, local University Professors, and the community, RobustWealth toasted to the new digs.  

Read More »

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