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People Moves Related to "One advisor's strategy for growing a practice, dodging compliance issues and staying young: Kill the computer"


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Building a robo for RIAs with (maybe) no robo baggage, 55ip sizzles with hires as it makes Matt Abar a partner and strives to make 'risk' a profitable, four-letter word

The PhD-laden startup semi-bootstraps on $10-million of VC cash becomes a FinFolio client, a Riskalyze poacher and a VEO player with a book of real customers

April 2, 2019 at 6:11 PM

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