JULY 23, 2019

TECHNOLOGY

Samuel Steinberger

Betterment is the latest robo to introduce banking services to its wealth management clients, which includes those using Betterment for Advisors.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Andrew Altfest on the Dynamics of a Family Business

Michael Kitces

Andrew Altfest is the second generation leader in a family advisory firm. He describes how he got involved in the business and his plans for it for the future.

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PEOPLE

TD Ameritrade CEO Tim Hockey: Departure Unrelated to M&A

Felice Maranz

Hockey brushed off a direct question about whether the move was related to a potential deal with E*Trade Financial Corp.

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