New Parents

Real Life Has No Filter: Saving for College [Video]

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Real Life Has No Filter: Saving for College Kim and Penn Holderness get real about saving for college and other challenges families face when it comes to financial planning.

Find out what they learned when they asked a financial advisor the tough questions about what you don’t see in your social media feed, including:

– How to pay for college
– Choosing between saving for college or retirement
– How late is too late to start saving for college

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New Parents

Join Riskalyze CEO Aaron Klein for the July 2021 edition of the Fintech Report Card. This month, Aaron looks at the SEC's probe Schwab's robo advisor, AssetMark's acquisition of Voyant, a new user experience for CircleBlack, Envestnet's technology roadmap, Robinhood's record FINRA fine, JPMorgan's acquisition of OpenInvest, a new executive at Intelliflo, and what Broadridge's acquisition of AdvisorStream means for advisor marketing.