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.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income