“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
We are proud to be growing our team with top talent! Check out some of the new talent on our team here.
The 2018 Benzinga Global Fintech Awards invited this year’s winners to share their story. As a third-place overall winner, Vestwell’s Aaron Schumm spoke about how he attracts investors and top talent. Learn more about what Schumm and other industry leaders had to say here.
We joined Asset TV’s Shannon Rosin this week to discuss FinTech is reshaping retirement planning in the US. Learn how technology is helping American people and modernizing the 401k industry.