People Moves Related to "Zoe Financial discloses stealth raise from big RIAs, even as it launches its own RIA and walks tightrope on potential conflicts"
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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
Schwab's Rick Wurster is green with praise • SmartAsset called out for 'profanity' over Ass mascot • Morningstar Office closure will cost millions
May 6, 2025Robinhood's betting business is growing fast with $20 million of annual revenue already • Zoe nets $30 million in Series B raise• Roll-up buys RIA for YouTube chops • CFP Board hikes fees • Two senators could create new $5.3 trillion retirement prize.