Seeds of a Fintech Start-Up Sometimes Come From the TrenchesBy
CreditAnnie Tritt for The New York Times
Who says the most useful start-up ideas come from millennials fresh from dropping out of Stanford?
Some recent tech-based financial innovations haven’t come from venture capitalists or young hotshots but rather from professionals who have toiled away in their industry for decades.
Sheryl Rowling, 60, is a financial planner in San Diego who was constantly overwhelmed by the complexity of rebalancing her clients’ portfolios. In portfolio management, rebalancing requires periodic adjustment of client holdings to a preset target of stocks, bonds and cash assembled to meet their goals while minimizing taxes…
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