Robo-adviser Betterment has signed a deal with Zenefits, a provider of online human resources tools for small and midsize businesses, to offer its 401(k) plans on the Zenefits platform.
Employees who enroll in a Betterment plan through work also will receive access to personalized advice, managed accounts, goals-based investing portfolios including socially responsible options, checking and high-yield cash accounts, and additional retirement accounts like IRAs, Betterment said in a release.
RIA industry veterans Jay Hummel and John Phoenix have launched a firm which offers 60% equity to advisors with plans to grow to over $5 billion in AUM, before selling to an institutional investor within five years.
A high-net-worth advisory group leaves Wintrust to embrace independence.
Independent firm joins expanding national advisory network.
New research reveals shifting strategies in financial guidance.
Westlake Village office strengthened by acquisition.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
