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Seeds of a Fintech Start-Up Sometimes Come From the Trenches | Tony Seruga
Nov
24

Seeds of a Fintech Start-Up Sometimes Come From the Trenches

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Sheryl Rowling, 60, created Total Rebalance Expert, or TRX, which automates the rebalancing process for advisory firms and saves clients money on taxes. 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…

Seeds of a Fintech Start-Up Sometimes Come From the Trenches

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