Betterment founder steps down as CEO, succeeded by Viacom executive

Arizent.com Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.

Unsubscribe View in browser 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 → SPONSOR CONTENT Integrate with 200+ Fintechs and share Fidelity data across platforms Design and manage your tech stack with the Integration Xchange, our open architecture digital store that makes it easy to integrate with the solutions you need. Learn More → Learn More

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