People Moves Related to "Acorns' new ploy – a kiddie advisory board – draws analyst scoffs and plaudits, as Trump accounts touch off rush to siphon rollovers from Trump-favored Robinhood – and Schwab, Fidelity and Vanguard crowd into micro-investing niche"
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Jon Stein ousts himself as Betterment CEO and taps Sarah Levy, who joins an exclusive club of top women executives, with a mission -- an IPO
Dec 8, 2020The co-founder of the New York robo-advisor headhunted the ex-Viacom brass through Harvard professors on the down low to ostensibly scale operations.
Andres Garcia-Amaya taps two industry vets to guide Zoe Financial through the RIA referral market's rocky shoals, which have sunk more than one firm
Oct 9, 2018Backed by a $2 million VC injection from JP Morgan and ex-BlackRock execs, the NYC startup appoints wirehouse veteran Robert Deutsch and Acorns' investment guru Chris Jones to board