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News by FinTech Collective Archive

RPA conversations with Vestwell's Aaron Schumm

Sarah Wolter

November 23, 2022

https://www.passle.net/Content/Images/passle_logo-186px.png Passle https://passle.net

Sarah Wolter

65% of plans on Vestwell’s platform utilize managed accounts and 90% as the QDIA. Vestwell founder and CEO Aaron Schumm discusses how this is working and how they are safely sharing participant data.

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The use of managed accounts especially as the default option.

https://www.wealthmanagement.com/rpa-edge/rpa-conversations-vestwells-aaron-schumm

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More posts by Sarah Wolter

Klarna to launch credit card offering in the US “over the next few months”

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Coincover unveils ‘protected co-signing’ for crypto transactions to prevent fraud and hacks

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