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Articles tagged "Lifeworks"

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Ron Bullis is an accidental fintech entrepreneur whose do-it-yourself RIA software took on a life of its own.

How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

The 39-year-old created his own little B2C robo-advisor that collects $400,000 annually in subscription fees but a $1.8 million investment from the Mariner CEO will morph it for B2B RIA use

November 20, 2020 at 9:09 PM

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