The robo-advisor lets users see what an extended period away from work would do to their financial plan; founder says it's another step toward goal of being a "full-service" financial concierge
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Stash Invest, the low-cost automated investment service and educational application targeted at millennials, announced Wednesday that all new and current users under the age of 25 can access retirement accounts with no Stash management fees (there will still be underlying custodial account and ETF fees). ... MoneyLion Hires Stifel Alts Head To Lead Its Wealth Management Unit MoneyLion, a financial services company that helps individuals save, borrow and build their credit, has hired Stifel Financial's Jon Stevenson to lead its wealth management and banking. Stevenson was most recently the head of Alternative Investments at Stifel. ... Fi360 Acquires the Center for Fiduciary Management The fiduciary rule may be dead, but that hasn't stopped the fiduciary focus. Fi360, a fiduciary education, training and tech company, announced Tuesday that it acquired the Center for Fiduciary Management, an investment management technology provider for retirement plan advisors. The deal closed on June 14 and is effective immediatel,. ...
