FILED UNDER: Insurance, Wealth Management

Modernizing Management of Money in Retirement

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The shift from defined benefit to defined contribution plans left individuals responsible for their own retirement savings with serious consequences for retirement security. Risks that were formerly managed by sophisticated actuaries and professional portfolio managers — and borne by employers … READ MORE

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FILED UNDER: Financial Services, FinTech

FinTech M&A Firing on All Cylinders

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Evercore is an independent global investment banking advisory firm founded in 1995. Its dealmakers advise clients on mergers and acquisitions, divestitures, restructurings, capital raising, public offerings, private placements, and other strategic transactions. The firm also provides institutional investors with equity … READ MORE

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FILED UNDER: FinTech, Startups, Wealth Management

CMO Interview: Dr. Ella Rabener of Scalable Capital – Part One

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Founded in December of 2014, Scalable Capital is a European online investment manager with 40 employees and offices in Munich and London. It has raised more than $12 million in two rounds, the most recent of which closed in April. … READ MORE

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