Many retail investors say they don’t know how index funds work or aren’t sure which funds are best for them, according to a new report by FTSE Russell.
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This is the first official capital raise for Masttro, a global wealth tech company that has recently turned its eye towards North America.
“We hit a lot of touchpoints and make that relationship very, very sticky, and that has resulted in a 98.2 percent retention rate,” said CEO Chris Behrens.
Lorenzo Esparza admires Bernstein’s model. “We’re going to manage all the money in all these asset classes and if we don’t perform, you can go elsewhere.”
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The fintech company has served advisors for years as a digital custodian through its partnership with Apex Clearing.
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