News, research, and insights to help you navigate the evolving landscape in digital wealth management.
When the pandemic hit last year, it brought the significance of digital banking to the forefront. Many banks were not prepared to service customers virtually due to antiquated systems that were unable to handle the demand.1 While the concept of banks going digital isn’t new, the pandemic has accelerated a phenomenon that was already taking place. … Read More
Wealthtech has ignited a revolution within the financial services industry. What we’re most excited about here at RobustWealth is how this rapid pace of innovation has impacted wealth management at the firm level. Clients are seeking out advisors who can help them reach their financial goals, and advancements in technology are making it easier than ever for advisors to do just that. … Read More
As the wealthtech space continues to grow, there are new and exciting career opportunities for future generations to explore. Our Head of Product Development, Jess Wooke, recently sat down with students of New Jersey’s Marlboro High School (virtually) to share her experience and how to pursue careers in STEM fields (science, technology, engineering and mathematics). … Read More
The Tuesday after Thanksgiving has widely become known as “Giving Tuesday.” It serves as an international day of charitable giving to kick off the holiday season. This year, it falls on December 3rd, less than a couple weeks away. As
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
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
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.
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
The 3rd Annual Digital Advice Summit promises to explore the what’s, how’s, and why’s of delivering stellar digital advice to clients. With new speakers and topics gracing the stage, we want to showcase one of the staples of our conference each
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
Fall is officially in full swing, meaning many recent graduates are settling into new careers and taking on the responsibility of managing their own financial lives. This can be an overwhelming process, but you don’t have to go it alone!
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,
RobustWealth today announced the release of its updated client portal featuring an improved user experience that better guides individuals toward their investment goals. … Read More
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,
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.