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Betterment, Skience and Docupace filled out their C-suites, while Snappy Kraken closed a Series A round of funding and Envestnet deepened its Practifi partnership.
As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.
Schwab blamed an “issue created by a software enhancement” for erroneously transferring $1.2 million in February to the Fidelity account of Kelyn Spadoni, rather than the $82.56 she had requested.
