Klein, who stepped down as CEO of Nitrogen in November, will serve as a strategic advisor for Fynancial, a new 'Social Financial Platform.'
Stich, a highly visible wealthtech marketing executive, departs after a little more than a year with the new digital custodian.
Open, honest and candid discussion on Aon's acquisition of NFP, Vestwell's latest funding round, Commonwealth's deal with Pontera, RPA M&A and more.
Transcript of Episode 89 of 401(k) Real Talk.