Our partnership with robo-advisory tech provider Bambu is featured in Digital Wealth News' latest column on advisor fintech happenings.
Vestwell's General Counsel Allison Brecher weighs in on the Department of Labor's rule that expands fiduciary advice to include rollovers.
Vestwell's General Counsel, Allison Brecher, highlights the benefits the Securing a Strong Retirement Act of 2021 (“SECURE Act 2.0") offers plan sponsors and participants.
Vestwell's Founder and CEO Aaron Schumm shares his advice and insights from his time in the fintech space in this Primary Venture Partners’ series.
Vestwell's SVP of Partnerships, Joshua Forstater, weighs in on what a volatile 2020 taught us about target-date funds.
Vestwell's General Counsel, Allison Brecher, dives into New Jersey's Secure Choice Savings Program Act requiring most employers to offer retirement plans for their employees.
Vestwell’s President of Retirement Services, Richard Tatum, shares five ways plan sponsors can improve financial literacy in the workplace.
Vestwell's Founder and CEO Aaron Schumm is featured in WealthTech Club's article, which shares outlook and words of support from fintech experts during this period of uncertainty.
Courtenay Shipley at Retirement Planology, Kristen Deevy at Pensionmark, Katrina Bell at Zuna, and Deane Mayerhofer at SRP reflect on mentors, challenges, and the 401(k) industry.
CEOs and other women in the fintech C-suite, including Vestwell's board member Lori Hardwick, are spearheading the sector's progression and paving pathways for gender equity.
This episode of the #ItzOnWealthTech podcast rounds up the recent news in the industry, including Vestwell's partnership with Franklin Templeton.
Paul Sydlansky's article includes some great insights on his Vestwell plan.