RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Vestwell Inc."


Headline

Publish date


Aaron Schumm: This is a huge edge and leapfrog for us.

Vestwell does creative deal to buy BNY Mellon's $20 billion workplace savings unit and 'leapfrog' beyond 401(k)s

The Aaron Schumm-led 2016 startup pays stock and agrees to vendor terms for Sumday to tackle high-headache, high-potential business of employer-sponsored IRA’s, 529’s, ABLE programs and Health Savings Accounts.

November 2, 2021 at 8:57 PM

Aaron Schumm:  [We want] to work with advisors versus displacing them.

Vestwell makes hard-charging payroll startup, Namely, its portal to win plan sponsors for RIAs and IBD reps it services

CEO Aaron Schumm is helping advisors get the benefit of feet already wedged in doors thanks to pervasive payroll service apps

May 22, 2018 at 8:13 PM

Joel Bruckenstein: MoneyGuidePro is looking to grow into the more complicated planning space with larger RIAs and family offices, where eMoney has been the tool of choice.

At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins

Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles

February 12, 2018 at 10:29 PM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.