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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

wealth-technology

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Legend
Don Schreiber Jr. and the Arithmetic of Staying in the Game
Founder · Investor · Executive

Don Schreiber Jr. and the Arithmetic of Staying in the Game

The WBI founder has spent four decades turning a concern about investment losses into portfolios, books, and software. His biggest launch tells a quieter story about how an advisor builds something that lasts.

don-schreiber-jr · wbiRead →
Legend
Ben Goss and the value of a second opinion
Founder · Executive · Operator

Ben Goss and the value of a second opinion

His first online advice business taught him how much people value a human conversation. At Dynamic Planner, Ben Goss has spent more than two decades building the technology that makes room for it.

ben-goss · dynamic-plannerRead →
Legend
Michael Simon and the business of being elsewhere
Founder · Executive · Operator

Michael Simon and the business of being elsewhere

A Budapest restaurant tip on a business card offers a clue to Michael Simon’s career. The LogMeIn co-founder keeps finding new uses for old partnerships, from online games to remote access and wealth management.

michael-simon · logmeinRead →