Jon Stein — Robo Pioneer: The 2017 IA 25
“We’ve always known that if we were successful, we would have lots of competition,” Betterment CEO and co-founder Jon Stein says.
TIAA's Target Date Fund Alternative Acts Like a Pension
Partnering with DFA, TIAA developed a model that focuses on income rather than accumulation.
Andrew Ng — AI Apostle: The 2017 IA 25
The Stanford prof and former Baidu exec sees a big future in artificial intelligence.
From ‘Pedestrian’ to Personal: Giving Clients What Wirehouses Can’t
Cardan Capital, founded in part by ex-lawyers, broke away from Merrill and now helps women going through life transitions.
Amy Florian — Leading Through Loss: The 2017 IA 25
Amy Florian’s road to becoming an expert on grief and transition started with her own loss.
Larry Fink — Tech Opportunist: The 2017 IA 25
The world is growing more connected — and more demanding, according to Larry Fink, CEO and chairman of BlackRock.
Consumer Optimism Highest in Nearly 4 Years: New York Fed
Last month, consumers reported the highest level of financial optimism since June 2013, according to the Survey of Consumer Expectations by the New York Fed.
Blockchain Seen as Powerful Client Tool for Financial Services
The Financial Services Roundtable held an event on Tuesday to discuss the potential for blockchain in financial services.
Trump Issues Executive Order on Cybersecurity
President Donald Trump issued an executive order on Thursday calling for enhanced cybersecurity at the national level and more support for a skilled cybersecurity workforce.
Tamarac Is Fixing Advisors' Software Pet Peeves
Envestnet | Tamarac is working hard to reduce the number of clicks it takes to get something done, Chief Technology Officer Brandon Rembe said.