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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
April 25, 2024
 
 
 
 
Rachel WitkowskiBy Rachel Witkowski Tech reporter
 
The people and the robots are on the move!
 

There've been a lot of tech movers and shakers this week. Several wealthtech platforms have pulled in veteran industry experts into their C-suites — all in the name of capturing strategic growth.

Compliance software provider COMPLY tapped long-time expert Michael J. Stanton as its new CEO, and wealthtech firm TIFIN snagged its second former LPL Financial executive this month, Jeannette Kuda, as chief operating officer of its AI-based asset growth platform, TIFIN AG.

Another industry vet, Mike Fanning, told me he loved the Advisor360° product so much while implementing it at MassMutual that he came out of retirement to join the platform as CEO. 

Even the robots are on the move, with Goldman Sachs transferring its clients and their assets from its retail-investor-focused robo-advisor business to Betterment. 

You can read about the roundup of big hires here, and much more, at Financial Planning. 

Feel free to drop me a line at rachel.witkowski@arizent.com. 

Helping you from the ground up. 

 
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Advisor360° names former MassMutual exec Mike Fanning as its new CEO
 
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