Betterment’s next-gen challenge to ‘grandparent’ RIA custodians
Intense Life Desires Though perhaps still best known as a robo-advisor, Betterment is staking its place among firms...
NextGen
Wells Fargo touts check, next-gen accounts in 2026 comp
After Wells Fargo turned up the heat on low-revenue generators this year, its new compensation...
NextGen rebrands to Plannex
NextGen, now known as Plannex, currently has over 1,500 members. Financial Planning community NextGen is...