MyVest, a financial technology pioneer that combined best practices in wealth management with best-in-class technology, started working with VEW Media in January 2016. The goal was to garner significant media attention to help brand the company in its markets as a leading fintech solution with financial advisors and other financial planners. At the time, the company had little to no media in the space and was looking to build up its attention, its technology with its peers, and new and old customers. VEW Media helped the company garner media attention with fintech reporters, banking reporters, financial planner reporters, etc. This media enabled the company to expand and partner with one of the country’s largest retirement planning firms, TIAA Cref.
Interviews and Media Inquiries:
Below are some of the interviews and placements VEW Media garnered for the company
January 4 – Benzinga: Spencer White requested an interview with Anton
January 11 – 401kWire: Chelsea Tyson wanted to speak to Anton about DOL
January 17 – Bloomberg News: Interview to speak to Anton about DOL
January 17 – The Hill: requested an interview on DOL, but MyVest – Declined
January 27 – Financial Advisors: Karen DeMasters asked to speak to Anton about how advisors can help clients file taxes
February 13 – Fintech: Rebecca Gatewood
February 14 – Financial Times: Tom Coyle asked a question of MyVest
February 21 – TheStreet.com: reporter question pm DOL
February 22 – Investor’s Business Daily: Paul Katzeff asked question and for data from MyVest. March 13 – Investor’s Business Daily: Paul Katzeff— asked if MyVest could
March 20 – Cheddar: interview complete – requested link
March20 – Investor’s Business Daily: Paul Katzeff wanted more info on MyVest and Millennials April 12 – FinteckNews.com: Asked for a byline on hybrid wealth advisors
April 14 – The Journal of Private Equity: Asked for a byline on how the marketplace is changing with robos and hybrids
April 24 – RIA Channel: Ken Rapoza was interested in learning more about Hybrid Advisors
April 25 – Plansponsor: Javier Simon—wanted to interview with someone from MyVest about different technologies – we didn’t get back to this reporter in time. He did say keep him posted and he would love the opportunity to do something with MyVest
April 25 – TearSheet: wanted to speak to MyVest about hybrid advisors, unfortunately we got back to her too late
May 1 – Kiplinger’s Personal Finance: Interviewing with Anton
Media Placement Links:
Below are a few of the media placements VEW Media garnered for the company. Many of which are syndicated and published in more than one publication.
Yahoo Finance: https://finance.yahoo.com/news/robo-advising-153042797.html
American Banker: https://www.americanbanker.com/articles/tiaa-ventures-into-robo-advising-in-main- street-push
Financial Times: https://www.ftfnews.com/has-the-fiduciary-rule-already-done-some-good/16292
Financial Advisors Magazine: http://www.fa-mag.com/news/it–s-time-to-look-to-tax-day-2018- 31612.html
Investopedia: http://www.investopedia.com/articles/retirement/022817/which-firms-are-sticking- fiduciary-rule-chang es-anyway.asp
Cheddar: https://cheddar.vhx.tv/videos/cheddar-cheddar-live-s18-e042617-l-full-mezz-hd-en-us
Closing Remarks:
Due in part to the media awareness created by VEWMedia for MyVest, TIAA Cref recognized the company as a leader in fintech innovation for financial planners, which started a dialog between TIAA.