Promotional material featuring Ritholtz Wealth Management CEO Josh Brown for the inaugural Future Proof Festival
This interview with Ritholtz Wealth Management CEO Josh Brown was the first in a series of Q&As promoting the inaugural 2022 Future Proof Festival.
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Riskalyze CEO Aaron Klein with the company’s iconic risk number speed limit sign.
Just as risk evaluation covered more corners of the advisor’s desktop, its growth has fueled debates between psychologists and economists and led to differing approaches to risk.
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Betterment CEO Sarah Levy
No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy.
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Edmond Walters demos an early version of Apprise Labs.
Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business, even as planners and clients craft 'panic wills' and reworked legacy plans.
Read MoreFintech firms and millennial-focused advisers are providing advice on student loan refinancing, with the expectation that over time it will eventually lead to new business in the form of brokerage and retirement accounts. As seen in Financial Planning.
Read MoreAfter claiming retail customers, institutional clients and even 401(k) plans, robo advisers could expand their reach into peer-to-peer lending. Read more about expanding fintech boundaries, as seen in Financial Planning.
Read MoreHere's a business-to-business look at where elite financial advisers are moving to when switching firms, as seen in Financial Planning. Most noticeably, independent firms and regional broker-dealers are increasingly appealing options among top talent.
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