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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
