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The latest in financial #AdviserTech — August 2021
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
Working canine to 5: Dogs in office help reduce stress
Employers that are dog-friendly might be more likely to have happy workers, especially after the pandemic.
Inside Vestwell’s $70M funding and retirement deal with Morgan Stanley
The latest cash influx adds to more than $42 million in prior funding rounds and seed capital. Vestwell will also be a retirement plan record keeper available through Morgan Stanley’s workplace business.
Vestwell files as PEPs provider
Fintech and digital record keeper Vestwell is among about three dozen firms that have registered as pooled plan providers with the DOL, but the firm does not yet have information on pricing and plan design for a potential PEP product.
Vestwell adding first managed account option to its 401(k) business
The managed-account service will stand out in the marketplace because it will be embedded in Vestwell’s technology, rather than located away from a record keeper and within an investment manager’s system, a detail that will help the firm compete on cost
Vestwell adds two female fintech leaders to its board
Riskalyze chairman Lori Hardwick, Goldman exec Rana Yared joining the retirement fintech's board of directors.
