Podcasts about foliodynamix

“You're taking a 50-plus-year-old industry and flipping it on its head and saying, ‘We're going to redo this from the ground up.'” Aaron Schumm, founder, CEO and chairman of Vestwell, is shaking things up when it comes to modernizing workplace savings solutions. As inflation concerns rise and workforce demands shift, traditional benefits packages are no longer enough. In this episode, Aaron joins host Rodney Bolden to share how fintech innovation is allowing companies to build flexible, automated benefits frameworks that can help relieve employee financial stress, improve retention and scale seamlessly with organizational growth. At Vestwell, Aaron leads a fintech unicorn currently anchoring customizable benefits for over half a million businesses and two million individual savers. Having previously scaled the wealth management technology platform FolioDynamix, Aaron transitioned to the workplace benefits sector after recognizing systemic inefficiencies in how employee savings plans were administered. Visit Vestwell.com to learn more about workplace savings vehicles. Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce, and our associate producer is Ive Jones. Our production partner is Sequel Media Inc.This podcast episode is for informational/educational purposes only and is not investment, legal, or tax advice. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley. The guest speaker (Aaron Schumm/Vestwell) is an external guest; the views expressed are solely his own and do not represent Morgan Stanley's views. Nothing in the episode should be construed as a recommendation or solicitation to buy/sell any security, adopt any investment strategy, or implement any particular plan design; listeners should consider their own circumstances and consult appropriate professionals. The discussion is general in nature and not intended to address any particular individual/entity's circumstances. Morgan Stanley Smith Barney LLC and its affiliates and Financial Advisors/Private Wealth Advisors do not provide tax or legal advice; tax laws are complex and subject to change; consult a tax advisor/attorney. Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. This episode discusses legislation and regulatory initiatives—such as the “savers match,” child savings accounts/“Trump accounts,” “Trump IRA,” ERISA-related provisions, and the “in-plan vs. out-of-plan” emergency savings framework—those references are provided for general informational purposes only and are not intended as legal, tax, or compliance advice. Any discussion of laws, regulations, proposed rules, or government programs reflects general commentary and may not reflect the most current legal or regulatory developments.Laws and regulations are complex, may be amended, and may be subject to different interpretations by regulators, courts, plan fiduciaries, and other parties; guidance and enforcement priorities may also change over time. Accordingly, listeners should not rely on the episode as a substitute for professional advice, and should consult their own qualified legal counsel, tax advisor, ERISA counsel, or other appropriate professional regarding their specific circumstances and any plan design, eligibility, or implementation questions (including questions related to ERISA provisions, leave/eligibility rules, and emergency savings design considerations). Any examples or observations about how a law or rule operates in practice (including commentary that certain approaches may be “unworkable” or difficult to implement) are general perspectives and may not apply to all employers, plans, providers, or jurisdictions. ©2026 Morgan Stanley Smith Barney LLC. Member SIPC. CRC#5528084 07/2026

Retirement planning and wealth management are becoming synonymous with financial wellness. It encompasses not just monetary security but also the tools and knowledge to navigate the intricate pathways of personal finance. As financial wellness takes center stage in retirement planning, interwoven with coordination and strategic technology integration, advisors and individuals can maximize their financial outcomes and achieve long-term peace of mind. In this episode, Jack talks with Aaron Schumm, Founder and CEO at Vestwell. Aaron founded Vestwell in 2016 to close the American savings gap by modernizing how individuals and small businesses save. Before Vestwell, Aaron co-founded FolioDynamix, which is now part of Envestnet. Aaron brings over 20 years of fintech and finserv experience from industry-leading companies, including Northern Trust, Citigroup, and Fiserv. Dedicated to serving millions of undersaved Americans, Aaron talks to Jack about the vital role the workplace retirement business is playing in bringing on new investors, helping them with the tools and capabilities they need to make their retirement savings journeys as productive as possible, as well as showing them how to maximize their financial results and peace of mind. Key Takeaways [01:27] - How Vestwell addresses financial wellness in the workplace. [06:19] - How Vestwell provides personalized recommendations for individuals. [08:20] - What the future holds for integration and coordination in wealth management. [12:46] - Vestwell's expansion of pooled and multiple employer solutions. [13:47] - How Vestwell addresses the retirement needs of workers with multiple jobs and rollovers. [16:11] - Exciting developments and plans for Vestwell. [17:53] - Aaron's three key takeaways. [19:52] - Aaron's interests and activities outside of work. Quotes [06:05] - "Our role is to help facilitate and guide that next best dollar and provide the experience to the end user that allows them to know what they're doing and how they can best optimize to save for their future." ~ Aaron Schumm [18:11] - "Expanding into the workplace offering is a core anchor for anyone who wants to engage in a future wealth program." ~ Aaron Schumm [18:24] - "The demand we're seeing on the financial wellness side, where people are just saying, ‘Hey, help me work through this or help me think through this and create an actionable result', is really important. And the key is that last piece, making it actionable." ~ Aaron Schumm Links  Aaron Schumm on LinkedIn Vestwell Gradifi Morgan Stanley Connect with our host LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Get ready to uncover Aaron Schumm's unique insights on retirement planning, problem-solving, and industry challenges that will make you rethink retirement planning.In this episode, Jamie Hopkins and Ana Trujillo Limón speak with Founder and CEO of Vestwell Aaron Schumm about his journey from aspiring stockbroker to CEO and founder of Vestwell. They delve into why Aaron asks candidates about their motivations for working in retirement and what he looks for in their responses. Aaron also shares more about his passion for problem-solving and making a positive impact through his work, Vestwell's mission to revolutionize retirement savings, the opportunities presented by the Secure Act, the importance of language in the industry, the challenges of jargon, and much more.Aaron discusses: How he went from wanting to become a stock broker to becoming the CEO and founder of VestwellWhy he asks candidates why they want to work in retirement and what he looks for in their responsesHis drive to solve problems and make a positive impact on people's lives through his workVestwell's mission to change the retirement landscape with efficient and scalable savings solutions for businesses and individualsThe new opportunities that the Secure Act presents for retirement planning and how Vestwell is prepared to handle the changesThe importance of language in the retirement savings industry and how using terms like "savers" instead of "participants" can help engage peopleThe challenges of industry jargon and how it can be confusing for both professionals and clientsAnd moreResources:Friends: Phoebe Works In Corporate For Benefits and a 401(k)Franklin Templeton: “Managed Accounts” Is A Terrible Name by Kevin MurphyConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Aaron Schumm:VestwellLinkedIn: Aaron SchummAbout our Guest: Aaron Schumm is Founder and CEO of Vestwell. Aaron founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix which is now part of Envestnet (NYSE: ENV). He brings nearly 20 years of fintech and finserv experience from industry-leading companies including Northern Trust, Citigroup, and Fiserv. Aaron obtained his MBA at Duke University, Fuqua School of Business, and has a BS in Finance from the University of Illinois.

Saving money is something that should start early in life, but it's never too late to get started. Saving can be difficult at times, but there are ways to make it easier.  In this episode, Jack talks to Aaron Schumm, Founder and CEO of Vestwell. Aaron brings nearly 20 years of fintech and finserv experience from industry-leading companies. He founded Vestwell in 2016 to close the American savings gap by modernizing the way individuals and small businesses save. Prior to Vestwell, Aaron co-founded FolioDynamix, which is now part of Envestnet. Aaron talks with Jack about his approach to guiding people toward financial wellness, how Vestwell serves its clients, and how savers can step up their saving strategies. Key Takeaways [01:10] - How Vestwell serves its clients. [02:16] - What sets Vestwell apart from other wealth management platforms.  [04:27] - How Vestwell fits into Morgan Stanley's ecosystem. [06:36] - Why the convergence of wealth management and retirement is becoming a trend. [09:23] - How savers can step up their saving strategies. [13:14] - The role Solium Capital plays at Morgan Stanley. [15:04] - How Vestwell plays a role in the future of saving and wealth management. [19:11] - Aaron's approach to guiding people toward financial wellness. [20:17] - The evolution of Aaron's career in wealth management. [23:01] - Aaron's three key takeaways. Quotes [15:27] - "Everyone needs to save. Especially in today's world, with expenses rising, cost of living rising, and not saving enough, you need to start stepping in early. And there's no better way to do that than starting in the workplace and then carrying beyond." - Aaron Schumm [16:02] - "We have too many people that are just undersaved and we have to do something. And the private market isn't able to engage at the pace we want right now." - Aaron Schumm [24:28] - "There's really cost-effective ways in designing savings plans that aren't expensive and there's a lot of tax credits and whatnot. I think it's really a responsibility for everyone to start and make sure that they're setting themselves up and their employees' success in the future." - Aaron Schumm Links  Aaron Schumm on LinkedIn Vestwell Empower Retirement JP Morgan Great-West Investments Fidelity Investments Prudential Financial Morgan Stanley Solium Capital (now Shareworks by Morgan Stanley) Northern Trust InvestCloud FolioDynamix Envestnet Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

In this conversation, we chat with Aaron Schumm, the Founder and CEO of Vestwell, an entirely new kind of digital retirement platform transforming the way plans are offered and administered — for the benefit of advisors, employers, and employees alike. Prior to founding Vestwell, Aaron was a co-founder of FolioDynamix, a wealth management and advisory services company that powered $800 billion in assets for over 100,000 advisors. At FolioDynamix, which was sold to Envestnet in 2017, Aaron oversaw the strategy, revenue, marketing, customers and product. Aaron holds a B.S. degree in finance from the University of Illinois and an M.B.A. degree from Duke University, The Fuqua School of Business. He was named as one of 40-under-40 by InvestmentNews and WealthManagement.com's “10 to Watch” More specifically, we touch on all things 401ks, IRAs, Portfolio Balancing, Roboadvice in portfolio management, and so so much more!

Anirudh Singh sits down with Aaron Schumm, Founder and CEO of Vestwell. In this episode they discuss: - Aaron's first company, FolioDynamix - Launching Vestwell 6 days after selling FolioDynamix - The small business retirement landscape in the U.S. And much more! Aaron Schumm: Aaron is the founder & CEO of Vestwell, the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Our cloud-based digital recordkeeping platform provides the underlying architecture to support financial services and payroll partners, who are rapidly working to serve the 30M small businesses in the country. Prior to founding Vestwell, Aaron co-founded FolioDynamix, a wealth management fintech platform. At FolioDynamix, Aaron oversaw the strategy, revenue, marketing, customers and product development. FolioDynamix was acquired by Envestnet (NYSE: ENV). Outside of Vestwell, Aaron has served on the board of directors and the advisory board for several fintech companies, including Quovo (acquired by Plaid), Vestorly, OfColor, and Chalice Financial Network. Aaron holds a B.S. degree in finance from the University of Illinois, Urbana-Champaign and an M.B.A. degree from Duke University's Fuqua School of Business. He was included in InvestmentNews' 40 Under 40 and WealthManagement.com's "10 to Watch." For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech LinkedIn: www.linkedin.com/company/wharton-fintech-club/ WFT Twitter: twitter.com/whartonfintech Anirudh's Twitter: twitter.com/avsingh_24

Join Todd Zempel and Vestwell Founder & CEO, Aaron Schumm, as they discuss the current landscape of retirement plan record-keeping.With over 15 years of FinTech, FinServ, and wealth management experience, Aaron Schumm founded Vestwell in 2016 to modernize the way 401(k) plans are offered. Prior to Vestwell, Aaron co-founded FolioDynamix which was sold to Actua in 2014. Additional roles included time at Northern Trust, Citigroup, and Fiserv. For more information on Aaron and Vestwell, please visit vestwell.com.

Supply Chain Now Radio, Episode 106” “Live from the eft Media Zone: Bob Farrell with GlobalTranz” Broadcast from eft’s 3PL & Supply Chain Summit Featuring: Bob Farrell serves as Executive Chairman for GlobalTranz. Bob has 30+ years of experience and a proven track record of building high-growth software and technology-driven companies. Prior to GlobalTranz, Bob served as president and CEO of Kewill, a global leader in multimodal transportation management software. Prior to Kewill, Bob served as president and CEO of EDGAR Online, a leading global provider of XBRL software, services and data that was acquired by RR Donnelley & Sons (NASDAQ: RRD) in August of 2012. His role at EDGAR Online was preceded by his time as Chairman and CEO of Metastorm, a leading provider of Business Process Management (BPM) enterprise software and solutions that was acquired by Open Text (NASDAQ: OTEX) in February of 2011. Farrell also served as President of Mercator Software, a provider of enterprise application integration solutions; COO at LeadingSide, a global provider of unstructured data solutions; and held executive management positions at Computer Horizons Corp., a provider of IT services and solutions. Additionally, Bob is currently a Senior Advisor at Providence Equity focusing on investments in technology-enabled service companies. He also currently serves on the board of Billtrust, the premier provider of payment cycle management solutions; and Kitchen Brains, a pioneer and global leader in the development and deployment of integrated, end-to-end, wireless M2M networking solutions and SaaS applications for the commercial kitchen/food service industry. Previously, he served on the Board of FolioDynamix, an award-winning SaaS provider of investment management programs and wealth management platform solutions to financial services organizations that was acquired by Actua (NASDAQ: ACTA) in November of 2014; and on the Board of I.D. Systems (NASDAQ: IDSY), a leading global provider of wireless solutions. Hosted by Scott Luton and Lance Roberts of Becker Logistics. See full details on this episode at www.supplychainnowradio.com/episode-106

SCNR broadcasts live from Jump Start 19, Hosted by SMC3. Learn more: www.SMC3.com Featured guest Bob Farrell serves as Executive Chairman at GlobalTranz. Bob has 30+ years of experience and a proven track record of building high-growth software and technology-driven companies. Prior to GlobalTranz, Bob served as president and CEO of Kewill, a global leader in multimodal transportation management software. Prior to Kewill, Bob served as president and CEO of EDGAR Online, a leading global provider of XBRL software, services and data that was acquired by RR Donnelley & Sons (NASDAQ: RRD) in August of 2012. His role at EDGAR Online was preceded by his time as Chairman and CEO of Metastorm, a leading provider of Business Process Management (BPM) enterprise software and solutions that was acquired by Open Text (NASDAQ: OTEX) in February of 2011. Farrell also served as President of Mercator Software, a provider of enterprise application integration solutions; COO at LeadingSide, a global provider of unstructured data solutions; and held executive management positions at Computer Horizons Corp., a provider of IT services and solutions. Additionally, Bob is currently a Senior Advisor at Providence Equity focusing on investments in technology-enabled service companies. He also currently serves on the board of Billtrust, the premier provider of payment cycle management solutions; and Kitchen Brains, a pioneer and global leader in the development and deployment of integrated, end-to-end, wireless M2M networking solutions and SaaS applications for the commercial kitchen/food service industry. Previously, he served on the Board of FolioDynamix, an award-winning SaaS provider of investment management programs and wealth management platform solutions to financial services organizations that was acquired by Actua (NASDAQ: ACTA) in November of 2014; and on the Board of I.D. Systems (NASDAQ: IDSY), a leading global provider of wireless solutions. Learn more about GlobalTranz at www.globaltranz.com Hosted by Chris Barnes, Ben Harris, and Scott Luton

Aaron is an accomplished fintech entrepreneur with a proven record.  He is the founder and CEO of Vestwell.  Prior to founding Vestwell, he created FolioDynamix. FolioDynamix was sold for $199 million to Actua who at that time in 2014 had a market value of $600 million ( ACTA). We covered many important topics: Entrepreneurship, Product Marketing, Software Technology, Marketing, Brand Management, Operational Efficiencies, Strategic Consulting, Financial Services, International Management, Strategy, Financial Services, Start-ups, Business Strategy, Portfolio Management, Management, Business Analysis, Strategic Planning, Investments, Mergers & Acquisitions,

Steve Dunlap is our guest on the XYPN Radio podcast this week. He is the President and COO of FolioDynamix, a firm that employs technology to help advisors improve their business processes. This interview is a break from the norm. Instead of learning directly from a firm owner, Steve provides a unique take on the financial planning industry from a business development and software solutions perspective. He's at the forefront of changes in technology and lends his expertise to help us understand how those changes will impact the financial planning industry. Get full show notes and more information here: http://bit.ly/2eBJQZ7

I met with Joseph Mrak, Chairman & CEO of FolioDynamix, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference. Over 80,000 advisors use the FolioDynamix platform which includes functionality for prospecting, account opening and ongoing account maintenance. FolioDynamix also offers Fix SingleSight, an all in one platform […]