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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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