Vestwell, a digital record-keeping platform for retirement plans, has hired Rob Molchon as its chief technology officer and promoted Ryan Anderson to chief product officer.
Molchon was previously senior vice president of engineering at Integral Ad Science, where he was responsible for new product development, high-throughput data collection, big data processing, software quality and release engineering.
Ryan Anderson joined Vestwell in 2019 as the company’s senior vice president of product and design and is responsible for leading and facilitating its product road map. Prior to Vestwell, Anderson was chief product officer at Advizr and spent several years directing product design at FactSet.
While the choice for advisors to "die at their desks" might been wise once upon a time, higher acquisition multiples and innovations in deal structures have created more immediate M&A opportunities.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
New report shows dimmed outlook for benefits to retirees and disabled Americans, creating further pressure for federal tax hikes or more borrowing.
Open letter to SEC Chair Paul Atkins questions whether the Ivy League university withheld material information prior to its $750 million taxable bond offering.
The Las Vegas-based hybrid RIA overseeing $8.8 billion in assets has named Andy Kalbaugh president to help scale its advisor platform.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
