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Est. 2026Moves · Money · ManagementNew York

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Moves

David Fortunato makes his third pivot after cash management cross-selling fails to yield ample robo investors -- a bolt-on discount brokerage will join its digital home-lending unit in a true Silicon Valley mashup

By Oisín Breen · RIABiz ·

The Wealthfront CEO turns Q2 earnings into a confessional, volunteering how the robo-advisor misjudged its cohort's investing habits and risk tolerance.

Summary as published by RIABiz
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