Client PR Wins
5 Predictions for Robo Advisers and Digital Advice in 2018
Digital investing advice has evolved in the past several years from digital-only to a hybrid that includes advice from human beings — and...
Government Websites Need More than a Facelift
It’s an exciting time for gov tech. We’re past simply making paper forms available online and are approaching a world where connected ...
As Open Enrollment Ends, Capture What You’ve Learned
HR benefits managers have survived another year's open enrollment season—we hope. It's now time to take a nice long break and put that ...
Coding, Cracked: Why These Chicagoans of All Ages Decided to Dive into Code
To the uninitiated, coding can seem mysterious, futuristic, reserved for numerical whizzes. But if coding is something you think reigns ...
Neovest OEMS Can Now Directly Access CODA Block’s 30-Second Auction Market
Neovest, the broker-neutral institutional trading software provider, and CODA Markets, a user of on-demand equity auctions, announced the...
The Fed Could Pump the Breaks on Bitcoin’s 1,500% Rally
"I don't like to feed the beast, but it's hard to resist." Don Ross, the CEO of CODA Markets, a Chicago-based dark pool, is talking ...
M1 Finance Cuts All Robo Advice Fees to Zero
The race to zero has been won. M1 Finance, an automated advice platform, or robo advisor, said Wednesday it eliminated fees for all of ...
From Lower to Lowest: Digital Adviser Cuts Its Fees to Zero
M1 Finance, a Chicago-based automated investing platform, has removed fees for all of its customers regardless of their account balance. ...
Going Cashless: Should Small Business Clients Do It?
“Going cashless” is trendy right now. thanks in part to the fast-casual food chain Sweetgreen’s much-reported transition away from cash ...
Build Your Own Index
Separately managed accounts, customized model portfolios in a wrap-fee account, were for years the favored tool of advisors for wealthy ...
7 Things to Do Now to Avoid New Debt This Holiday Season
Last year, the average American who took on new debt during the holidays came out an additional $1,003 in the red. Most of those who took...
A Clutch of Patient Medical Billing Software Startups Has Raised Fresh Capital
There are more medical billing and practice management software tools coming out of healthcare startups than you can swing an accountant ...
Health Payments Startup Gets $7.2 million
HealthiPass, a medical-payments startup that's trying to make a doctor's visit more like any other consumer purchase, just landed another...
New insurance program helps pay rent in Wisconsin
A new Wisconsin startup just launched to help when people can’t make rent. Renter SafetyNet works directly with landlords, but ultimately...
Interview with Amanda Lannert of Jellyvision
Effective employee communication and decision support are integral for all businesses today. Amanda Lannert, CEO at Jellyvision shares ...