With all the complicated and interconnected questions that individuals nearing retirement must contend with, is it possible that software could provide more individually tailored and holistic answers to these questions (and in a more cost-effective manner) than an adviser? Today’s article outlines how Matt Fellowes, who recently resigned as Chief Innovation Officer at Morningstar Inc., is building a beta version of such software as part of his new venture – United Income – which he envisions being “a holistic one stop financial management and advice service.” How does Fellowes promise United Income will be different from other fintech startups and current retirement planning software? CLICK HERE to read more.
