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 industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.
New joint research by T. Rowe Price, MIT, and Stanford University finds more diverse asset allocations among older participants.
With its asset pipeline bursting past $13 billion, Farther is looking to build more momentum with three new managing directors.
A Department of Labor proposal to scrap a regulatory provision under ERISA could create uncertainty for fiduciaries, the trade association argues.
"We continue to feel confident about our ability to capture 90%," LPL CEO Rich Steinmeier told analysts during the firm's 2nd quarter earnings call.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
