17 Key Insights on the Future of Digital Engagement

We were honored to host the “New Rules of Engagement: The Digital Service Model” session at the 2017 MMI Annual [...]

Benzinga FinTech Summit Recap: Town Hall Panel and People’s Choice Award

The fast-paced agenda and energetic crowd made the recent Benzinga FinTech Summit in San Francisco one for the books. Benzinga did [...]

MyVest Wins “Best Tech Manager” Award Two Years in a Row

Congratulations to Brian Marchiel, San Francisco's Best Tech Manager at the 2017 TIMMY Awards! Brian Marchiel with his 2017 [...]

Brian Marchiel Named as Finalist for SF’s Best Tech Manager

Our very own Brian Marchiel, VP of Product Marketing, has been chosen as a finalist for San Francisco's Best Technology Manager in the 3rd [...]

Robo Advice: Revenge of the Incumbents [IN|VEST SlideShare]

MyVest CEO Anton Honikman co-hosted a presentation with Aite Group’s Wealth Management Research Director Alois Pirker entitled "Robo Advice: Revenge [...]

Benchmarking Managed Accounts Against Participant Goals

Originally published on PLANADVISER.com | By Lee Barney | July 27, 2017 Some industry experts believe managed account performance should not be [...]

Highlights from the Premiere Digital Wealth Conference, IN|VEST 2017

We've been sponsoring IN|VEST since its inception, and last week's event in NYC was the best yet. Here's a round-up [...]

MyVest & Aite Group to Present “Revenge of the Incumbents” at IN|VEST 2017

For the third year in a row, we’ll be sponsoring IN|VEST, the industry’s largest wealth tech event, held July 11-12 in [...]

The Rise of Personalization in Digital Wealth

By Anton Honikman, MyVest CEO To date, the digital wealth movement has targeted scale through simplified off-the-shelf investment offerings and [...]

DOL Fiduciary Rule Decision: A Win for the Client-Centric Advisor

Labor Secretary Alexander Acosta announced in a recent Wall Street Journal op-ed (and official memo) that the DOL Fiduciary Rule will [...]