10/28/2016 1:30:12 AM We Put Financial Advisers to the Test–and They Failed By Gareth Jones The WSJ, Sendhil Mullainathan from Harvard and Markus Noeth from Hamburg University sent “mystery shoppers” to financial advisers to...
10/7/2016 10:00:11 PM Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game By FinTech Collective RIABiz, a leading industry publication for registered financial advisors, features portfolio company Vestwell and opines on its place in...
9/20/2016 7:34:21 PM Vestwell Brings Fiduciary Outsourcing to Advisors By Gareth Jones Today we can proudly announce the launch of Vestwell, an automated 401(k) and defined contribution platform that helps advisors stay...