Articles tagged "Grant Rawdin"
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On strength of $1.4 billion of AUM and 90 RIA clients, Betterment raises $60 million of VC funding as it looks to disrupt RIA custody
The New York City-based robo added $1 billion in 11 months and (sources say) has bigtime RIAs contemplating it as a primary platform, CEO Jon Stein says
February 19, 2015 at 2:01 PM
$1.6 billion RIA nabs Fidelity's $1 billion-man and a United Capital advisor seeking a gilded local brand
Philadelphia-based Westcott brings on a recruiter and a specialist in women in transition
March 6, 2013 at 5:06 PM
A 17-year Vanguard veteran seeking new horizons lands at a Philly RIA with big plans
Wescott Financial brings on David Gaskin as COO with plans to add to it advisors, offices and $1.6 billion of assets