Jemstep Advisor Pro will remain an open platform, says the firm's president, Simon Roy. "Open architecture is one of our core tenets."
Robos Eye Big Prize: $500B Advisor Market
The land grab for a potentially lucrative market is happening now.
Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials." Read More »
Growth doesn’t have to end because a company has decided it’s time to pay a dividend. Read More »
Top executives including Morgan Stanley's James Gorman and Wells Fargo's CFO John Shrewsberry said they must develop robos to complement their sales forces. Read More »
Data, digital and value dominate TD Ameritrade conference. Read More »
The deal with RBC, which has over 1,900 advisors, helps validate BlackRock’s $152 million acquisition of robo platform FutureAdvisor last year. Read More »
HSBC is testing a new money management app that uses push notifications to nudge customers into saving more and spending less. Read More »
The new 401(k) platform officially launched with a group of 50 employer-clients, after spending the last quarter of 2015 building its automated investment advisory service for employers. Read More »
Naureen Hassan, who oversaw Charles Schwab's Intelligent Portfolios Service, will lead Morgan Stanley's strategy for digital tools and platforms. Read More »
To understand the direction of digital advice, look to the industry experiences of the mid-90's and the early 2000s, says Mitchell Caplan, CEO of Jefferson National. Read More »
Regulator’s surveillance director says watchdog would review broker-dealers who implement automated advice, to determine if they properly assessed client risk tolerance. Read More »
It’s challenging to afford tech upgrades and meet compliance demands at the same time. Here’s how firms are doing the best of both. Read More »
Even as independent advisors rush to comply with new laws, they are also being urged to implement innovative digital tools. Here’s how successful firms are managing to do both—cost effectively. Read More »
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