“Where do you best service your client — plan design, product selection, education services? We become the rest of that equation around the adviser,” said Vestwell founder and CEO Aaron Schumm. Read the full article here.
Get updated on March 2018’s latest #FinTech news here.
“Schumm says the lack of the necessary scale and structure for advisors to serve multiple retirement plans was the whole reason we built Vestwell”. Read the article here.
“Riskalyze expected to be a competitor, not a collaborator with Vestwell, at first”. More on this unique collaboration here.
“Equipping advisors and clients with a digital retirement experience that helps alleviate administrative and fiduciary burdens has been, and always will be, a top priority for Vestwell as we continue to expand our offering,” said Vestwell Founder and CEO Aaron Schumm. More January news here.
“Through our joint platform, Riskalyze advisors will be able to create and manage retirement accounts quickly and painlessly, while meeting all compliance needs”
See the full article here.
“We’re delighted to integrate Morningstar Investment Management’s 3(21) fiduciary services program, which complements our offering and provides advisers with a diverse, highly customizable set of retirement solutions for their clients”.
Read more here.
“It’s never enough to invent software. You also have to make it fit into the business world and win accounts for its users that pay the freight… which is why [this] Vestwell startup keeps making news in the [investment advisory] business” via @RIABiz