Providing the building blocks of financial literacy training

The pandemic has reminded us that too many Americans are being left behind economically, and the stats for financial education demonstrate that is happening in the classroom too.
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The latest in financial #AdviserTech — April 2021

The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
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Michigan duo managing $350 million at Merrill joins Rockefeller

Low Group, a four-person team, is based in Bloomfield Hills, Michigan.
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Bills to end mandatory arbitration introduced in House, Senate

The Securities Industry and Financial Markets Association opposes the bill, saying arbitration ‘promotes fair, efficient, and economical dispute resolution for all parties.’
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Betterment account openings skyrocket 116% in first quarter

Betterment’s push to expand across multiple business lines and recent M&A activity could be prompting the robo-adviser toward new gains.
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