Vestwell Partners with Wealthtech API Provider Bambu to Expand Investment Advice in Retirement Journey
Vestwell, a digital recordkeeping platform, and Bambu, a global robo-advisory technology provider, are teaming up.
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.
Through the pandemic, the anti-branch crowd had a field day, declaring that closures had forced the banks to admit they were right all along.
Tax loopholes are closing, tech is changing the landscape, and the future of jobs remains unknown.
What will the world look like, and will it ever be the same as it was before?