Articles tagged "BrightScope"
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Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
April 30, 2019 at 5:25 PM
Fidelity's bet on ultra-compliance with the DOL rule pays off big as 401(k) assets jump stunning $280 billion in 2017
The Boston giant also added staggering 1.6 million plan participants but here comes DOL rule's BICE and the need to come extra clean on all those in-house funds
March 16, 2018 at 5:41 PM
Mike Alfred also exits BrightScope to follow brother Ryan into cryptocurrency sphere
With Mark Casady and Josh Brown as backers, the former BrightScope CEO raised a quick $1.5 million over the weekend, partnered with a third Alfred -- Eddie -- and set about casting light on 1,000 cryptocurrencies for hedge funds
January 24, 2018 at 4:13 AM
How Vanguard lost a $19.4-billion 401(k) account to Fidelity and why it's the exception to the rule -- and isn't
Chevron boots the hyper-fiduciary Malvern, Pa.-based indexing giant in favor of Fidelity after two dismissed lawsuits
November 21, 2017 at 12:53 AM
As Aaron Schumm's 401(k) startup gets $8 million the FolioDynamix founder loves Vestwell's odd juxtaposition to Fidelity
Vestwell attracts second big FMR seed capital tranche by co-opting advisors to go where the Boston 401(k) king is most challenged -- very small plan sponsors
October 13, 2017 at 5:12 PM
Exploding to near $24 billion* of assets under automation, Schwab creates robo-exec slot and fills it with ex-Betterment unit chief
Cynthia Loh puts fresh face on Schwab Intelligent Portfolios and Schwab Intelligent Advisory as Betterment puts out a help wanted sign
October 3, 2017 at 7:58 PM
Randy Bullard pitches himself into major role at SigFig to add his Placemark knowledge to a robo hothouse
The serially successful wrap-program pioneer convinced CEO Mike Sha that he was the right guy to demystify the legacy-robo tech divide to employees -- and close deals
April 26, 2017 at 5:41 PM
After putting big chips on DOL fiduciary rule, Betterment hosts funereal event to mark the April 10 Go Day That Wasn't
CEO Jon Stein sat shoulder to shoulder with CFP Board and Consumer Federation of America guests and held court with CNNMoney, Wall Street Journal and Consumer Reports reporters
April 13, 2017 at 6:50 PM
The 10 takeaways Chip Roame imparted at his Tiburon CEO Summit in NYC and other items I gleaned by gumshoe reporting
From the Battery Ritz common space, disembodied text and email recipients appear in human form
April 6, 2017 at 5:26 PM
Mum on DOL rule, Labor chief appointee Andy Puzder's 'check-the-box' 401(k) plan at CKE Restaurants speaks volumes
The expensive Mercer-advised pension plan has low participation rates, low balances, no matches and few assets overall
December 13, 2016 at 8:50 PM
Buyer scoops up BrightScope using Genstar capital
The once-brash Alfred brothers sought out Strategic Insight as the DOL rule comes thundering toward their 401(k) herd
November 1, 2016 at 2:11 PM
Buyer scoops up BrightScope using Genstar's bucks
The once-brash Alfred brothers sought out Strategic Insight as DOL rule came thundering toward their 401(k) herd
October 31, 2016 at 10:04 PM
Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game but not to compete -- yet
Staked to $4.5M of F-Prime and FinTech Collective cash, Vestwell will stay in 401(k) for now but roll its business model over soon enough to IRAs
October 4, 2016 at 6:22 PM
AdvisorHub slams Barron's for its advisor list - correlating higher rankings with higher complaint rates
Jed Horowitz cites an unholy alliance between the Dow Jones publication and the many advisors and firms who make the list -- with criteria based largely on asset accumulation
April 28, 2016 at 7:57 PM
Investopedia's grand scheme for RIAs to act as its answer army and why leads and referrals may be beside the point
So far 100 advisors have signed onto Match.com's sister-site for the opportunity to dispense free advice to investors who probably won't become clients
