Sharon Adarlo is a Financial Planning contributor and a former technology reporter for American Banker. Follow her on Twitter at @sharonadarlo1.
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Betterment CEO Jon Stein says his firm is adding 1,000 accounts a week to the tune of about 94,000 with a total of $2.3 billion AUM. Over 30% of assets come from clients age 50 and up, he adds.
June 18 -
Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.
June 16