United Income: The New “One Stop” Service For Retiring Boomers?
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…