Roboadvisers weigh whether to become banks
NEW YORK Roboadvisers Wealthfront and Betterment may pose a threat to traditional bank wealth management companies, but they aren't in a hurry to get a banking license, their chief executives said this week at the Reuters Global Wealth Management Summit.
Previous Summit Speakers
- OPEC Secretary General Abdullah al-Badri
- National Security Agency Director General Keith Alexander
- Famous short seller and Muddy Waters Founding Partner Carson Block
- U.S. Senator Ted Cruz
- Russian tycoon and National Reserve Corporation Chairman Alexander Lebedev
- Brazil Finance Minister Guido Mantega
- Yahoo CEO Marissa Mayer
- U.S. Senator John McCain
- SpaceX and Tesla Motors CEO, and PayPal Co-Founder Elon Musk
- House Democratic Leader Nancy Pelosi
- Global Commodities investment guru Jim Rogers
- Nigeria Central Bank Governor Sanusi Lamido Sanusi
- Mexican telecom tycoon Carlos Slim
- Peru’s Central Bank President Julio Velarde
- Mexico’s Finance Minister Luis Videgaray
- Facebook Founder and CEO Mark Zuckerberg
Past Summits
| Summit | Date | Location |
|---|---|---|
| Global Wealth Management 2016 | Jun 13 - 17 | New York, Geneva, London, Hong Kong, Singapore |
| Eastern Europe Investment 2016 | May 30 - Jun 3 | Poland, Hungary, Czech Republic, Slovakia, Romania, Bulgaria, Serbia, Croatia, Slovenia |
| Financial Regulation 2016 | May 16 - 20 | HK, NY, London, Washington |
| Global Investment Outlook 2016 | Nov 16 - 20 | New York, London, Singapore |
| Middle East Investment 2015 | Oct 26 - Nov 5 | Dubai, Abu Dhabi, Doha, Riyadh, Cairo, Tunis, Rabat |
| Global Commodities 2015 | Oct 19 - 23 | Houston, New York, London, Singapore, Toronto |
| Russia Investment 2015 | Sep 28 - 30 | Moscow |
| Eastern Europe Investment 2015 | Sep 21 - 25 | Warsaw, Prague, Budapest, Bucharest, Belgrade |
| Global Wealth Management 2015 | Jun 8 - 12 | New York, Geneva, London and Singapore |
| Financial Regulation 2015 | May 11 - 15 | London, Hong Kong, New York, Washington D.C. |
| Africa Investment 2015 | Mar 2 - 6 | Johannesburg, Nairobi and Lagos |
| Euro Zone 2015 | Feb 2 - 6 | Brussels, Frankfurt, Paris, Berlin, London |
| Global Investment Outlook | Nov 17 - 20 | New York, London, Singapore |
| Global Commodities and Resources 2014 | Nov 3 - 5 | Houston, New York, London, Singapore |
| China 2014 | Oct 27 - 29 | Hong Kong, Shanghai, Beijing |
| Middle East Investment 2014 | Oct 20 - 27 | Dubai, Abu Dhabi, Doha, Riyadh, Cairo, Tunis, Rabat |
| Global Climate Change 2014 | Oct 13 - 16 | Multiple cities |
| Eastern Europe Investment 2014 | Sep 29 - Oct 1 | Warsaw, Prague |
| Russia Investment 2014 | Sep 22 - 24 | Moscow |
| Aerospace and Defense 2014 | Sep 8 - 11 | Washington, D.C. |
| Global Wealth Management 2014 | Jun 16 - 18 | New York, Geneva, Singapore, Boston, Tokyo |
| Japan Investment 2014 | May 19 - 21 | Tokyo |
| Cybersecurity 2014 | May 12 - 14 | Washington, D.C. |
| Financial Regulation 2014 | Apr 28 - May 1 | New York, London, DC, Hong Kong |
| Africa Investment 2014 | Apr 7 - 11 | Johannesburg, Nairobi, Lagos |
| Health Summit 2014 | Apr 1 - 2 | Washington, D.C. |
| ASEAN 2014 | Mar 24 - 28 | Singapore |
| Euro Zone 2014 | Feb 10 - 13 | Brussels, Frankfurt, Paris, Berlin, London |
| Global Investment Outlook 2013 | Nov 18 - 21 | New York, London, Singapore |
| Global Commodities 2013 | Nov 4 - 8 | Houston, London, Singapore, New York |
| Middle East Investment 2013 | Oct 28 - 30 | Dubai, Riyadh, Cairo, Doha, Manama, Abu Dhabi |
| Washington 2013 | Oct 21 - 24 | Washington D.C. |
| Nordic Investment 2013 | Sep 30 - Oct 2 | Stockholm, Copenhagen, Oslo, Helsinki |
| Eastern European Investment 2013 | Sep 23 - 25 | Warsaw |
| Russia Investment 2013 | Sep 23 - 25 | Moscow |
| Global Consumer and Retail 2013 | Sep 9 - 12 | New York, London, Paris, Hong Kong |
| Aerospace and Defense 2013 | Sep 3 - 5 | Washington D.C. |
| Global Technology 2013 | Jun 17 - 20 | San Francisco and Singapore |
| Global Wealth Management 2013 | Jun 3 - 6 | New York, Geneva, Singapore, Paris, London, Tokyo |
| Latin America Investment 2013 | May 20 - 24 | 15 Cities |
| Cybersecurity 2013 | May 13 - 14 | Washington D.C. |
| Health 2013 | May 6 - 9 | New York |
| Global FX 2013 | Apr 22 - 23 | London, New York, Mumbai, Singapore, Tokyo |
| Africa Investment 2013 | Apr 8 - 19 | Johannesburg, Lagos, Nairobi |
| China Intellectual Property 2013 | Mar 22 - 22 | Shanghai |
| Euro Zone 2013 | Feb 25 - 28 | Brussels, Frankfurt, Paris, Berlin (London) |
| Investment Outlook 2012 | Nov 26 - 30 | London, New York, Singapore |
| Middle East Investment 2012 | Nov 18 - 21 | Abu Dhabi, Beirut, Cairo, Dubai, Riyadh |
| Russia Investment 2012 | Sep 24 - 27 | Moscow |
| Retail and Consumer 2012 | Sep 10 - 14 | London, Paris, New York |
| Washington 2012 | Jun 25 - 28 | Washington DC |
| Media and Technology 2012 | Jun 11 - 14 | London, Paris, New York, Singapore |
| Latin America Investment 2012 | May 28 - Jun 1 | Multiple Cites |
| Global Energy 2012 | May 14 - 17 | Houston, London, New York, Singapore |
| Africa Investment 2012 | Apr 16 - 19 | Johannesburg, Lagos, Nairobi |
| Global Mining and Metals 2012 | Mar 22 - Apr 6 | London, New York |
| Food and Agriculture 2012 | Mar 12 - 15 | Chicago |
| Manufacturing and Transportation 2011 | Dec 12 - 15 | New York, Frankfurt and Singapore |
| Investment Outlook 2012 | Dec 5 - 7 | London, New York, Hong Kong |
| Global Media 2011 | Nov 28 - Dec 2 | London, New York |
| India Investment 2011 | Nov 21 - 23 | Bangalore, Mumbai |
| China Investment 2011 | Nov 14 - 16 | Beijing, Hong Kong, Shanghai |
| Washington 2011 | Nov 7 - 9 | Washington |
| Middle East Investment 2011 | Oct 24 - 27 | Abu Dhabi, Cairo, Dubai and Riyadh |
| Global Wealth Management 2011 | Oct 3 - 6 | Geneva, New York, Singapore |
| Russia Investment 2011 | Sep 24 - 27 | Moscow |
| Aerospace and Defense 2011 | Sep 6 - 8 | Washington |
| Consumer and Retail 2011 | Jun 27 - 28 | New York, London |
| Real Estate and Infrastructure 2011 | Jun 20 - 22 | London; New York; Singapore; Dubai |
| Rebuilding Japan 2011 | Jun 20 - 22 | Tokyo |
| Global Energy and Climate 2011 | Jun 13 - 15 | London; New York; Singapore; Houston, San Francisco, Bonn |
| Global Investment Outlook 2011 | Jun 6 - 9 | London, New York, Singapore |
| Global Luxury and Fashion 2011 | May 23 - 25 | Dubai, London, New York, Paris |
| Global Technology 2011 | May 16 - 19 | Paris, New York, San Fransico, Tokyo |
| Health 2011 | May 9 - 13 | New York |
| Global Mergers and Acquisitions | Apr 4 - 6 | London, Hong Kong, New York |
| Latin American Investment 2011 | Mar 28 - Apr 1 | Buenos Aires, Mexico City, Sao Paulo |
| Global Mining and Steel 2011 | Mar 21 - 24 | London, Santiago, Singapore, Sydney, Toronto |
| Global Food and Agriculture 2011 | Mar 14 - 16 | Chicago, London, Singapore |
| Africa Investment | Mar 7 - 10 | Johannesburg |
| The Future Face of Finance | Feb 27 - Mar 2 | London, New York, Washington, Hong Kong |
| China Investment | Dec 12 - 15 | Beijing, Shanghai, Hong Kong |
| Investment Outlook | Dec 3 - 9 | New York, London |
| Global Media | Nov 29 - Dec 2 | New York, London, Paris |
| Brazil Investment | Nov 22 - 24 | Sao Paulo, Rio de Janiero, Brasilia |
| Global Autos | Nov 15 - 17 | Los Angeles, Detroit, Paris, Beijing |
| 2010 Health | Nov 8 - 11 | New York |
| Wealth Management | Nov 1 - 3 | New York |
| Middle East Investment | Oct 18 - 20 | Dubai, Riyadh, Cairo, Doha, Manama, Abu Dhabi |
| Central European Investment | Oct 11 - 13 | Vienna |
| Global Climate and Alternative Energy | Oct 11 - 13 | Virtual |
| Restructuring | Oct 6 - 7 | New York |
| Global Private Banking | Oct 4 - 6 | Geneva, Singapore and New York |
| India Investment | Sep 27 - 29 | Mumbai, Bangalore |
| Washington | Sep 20 - 22 | Washington, D.C |
| Russia Investment | Sep 13 - 15 | Moscow |
| Aerospace and Defense | Sep 7 - 9 | Washington, D.C. |
| Japan Investment | Jun 28 - 30 | Tokyo |
| Consumer and Retail | Jun 21 - 23 | New York, London |
| Global Real Estate | Jun 14 - 16 | New York, London, Hong Kong |
What are Summits?
Reuters Summits are your direct link to top business leaders, investors and regulators. Our journalists interview heavyweights in a particular industry, spin out hard-hitting breaking news and sharp analysis that can often move markets. If you want to understand what the insiders are thinking, look for Reuters Summits.
| Summit | Date | Location |
|---|---|---|
| Russia Investment 2016 | Sep 12 - 16 | Moscow |
| Global Commodities 2016 | Oct 10 - 14 | Houston, NY, London, Singapore, Toronto |
| Middle East Investment 2016 | Oct 24 - 28 | Dubai, Abu Dhabi, Doha, Riyadh, Cairo, Tunis, Rabat |
| Global Investment Outlook 2017 | Nov 14 - 18 | NY, London, HK, Singapore |