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Will the Fiduciary Rule be a Lifeline for Robos?

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Lisa Chui is the VP of Finance + HR at Ubiquity Retirement + Savings. She is a 17-year veteran and expert in Silicon Valley finance with an emphasis in disruptive technology and start-ups. She began her career in marketing finance and later moved into the tech sector before venturing into Private Equity. Lisa currently heads up both the finance and HR functions at Ubiquity and spends her days budgeting, forecasting, recruiting and ensuring our employees are happy and engaged. She is excited to help propel Ubiquity’s growth through human capital, profitability, and innovation.

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March 25, 2016 at 11:24 am
Press

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Kate Crowther, Director of Government Relations at Ubiquity Retirement + Savings, spoke to Financial Planning about the Fiduciary Rule and emerging technology.

Technology will offset the cost of compliance to these rules, adds Crowther. “The benefit to smaller fintech businesses is that we are more nimble and able to respond to changes in the regulatory field to assist our advisor clients. We are invested in savers retiring whole, with their assets intact, and not gouged by exorbitant fees.”

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