“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.
Riskalyze unveiled “the first end-to-end digital 401k experience” Wednesday at the T3 Advisor Conference. Riskalyze Retirement Solutions, powered by Vestwell, is a digital platform designed to make it easy and profitable for advisors to propose, onboard and serve 401k plans.
“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.
Vestwell, a digital retirement platform, announced it will be offering a select list of investment options under Morningstar Investment Management LLC’s 3(21) fiduciary services program to Vestwell clients.
“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”
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.