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Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.
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INVEST INSIGHTS
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1. Betterment founder steps down as CEO, succeeded by Viacom executive
By Jessica Mathews      3 min read
Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade. Read More →
2. What a recent flurry of deals says about the advisor fintech landscape
By Ryan W. Neal     4 min read
Funding is getting tighter as advisors look towards marketing automation as an engine for growth. Read More →
 
3. With fintech acquisition, JPMorgan leans into tax automation and model portfolios
By Ryan W. Neal     2 min read
The firm’s investment management division is bringing 55ip under its roof just two months since launching a partnership with the fintech firm. Read More →
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