#HappDiwali to all who celebrate!
Latest posts 5

Savings Tech Platform: @Vestwell Founder & CEO @AaronSchumm, Live from @NYSE #fintech #savings #futureoffinance
sg.finance.yahoo.com/news/savings-t…
Savings Tech Platform: @Vestwell Founder & CEO @AaronSchumm, Live from @NYSE #fintech #savings #futureoffinance
sg.finance.yahoo.com/news/savings-t…
sg.finance.yahoo.com Savings Tech Platform: Vestwell Founder & CEO Aaron Schumm, Live from NYSE IPO Edge hosted a fireside chat from the floor of the New York Stock Exchange during the 3rd Annual Private Equity IPO Summit with Aaron Schumm, founder and Chief Executive Officer […] @Compass expands benefits to their agents with retirement support powered by @Vestwell housingwire.com/articles/compa…
www.housingwire.com Compass expands agent benefits with health and retirement support Compass launched concierge healthcare and retirement planning for 250,000 agents, including ACA navigation and Solo or team 401(k) setup. Great morning at @Nasdaq MarketSite for @TheWealthMosaic Live with Tricia Rothschild, Mike Durbin, and Natalie Wolfsen. Thanks to the CFA Institute for hosting.
My main takeaway: wealth management has to start earlier, at the paycheck, and help people answer, “Where should my next dollar go?” Technology and AI make that guidance practical for more people, and give advisors more time for the judgment only they can provide.
#WealthManagement #AI #Vestwell
My main takeaway: wealth management has to start earlier, at the paycheck, and help people answer, “Where should my next dollar go?” Technology and AI make that guidance practical for more people, and give advisors more time for the judgment only they can provide.
#WealthManagement #AI #Vestwell
I always appreciate the team and hospitality @NYSE…joining them for the IPO Summit.
