Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up.
For wealth managers, the pandemic intensified existing pressures facing the industry through shifting customer expectations.
Marcus by Goldman Sachs marked a dramatic shift for the 150-year-old institution, which historically had served only businesses and the wealthy.
When you hear the words “robo showdown,” you probably envision hulking machines with their arms outstretched, fighting to the death.