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Why FutureAdvisor orphaned its B2C book of business, how post-Invesco Jemstep is doing and other learnings at CFA Society's robo-panel in San Francisco

Since BlackRock acquired it, the $152-million robo has gone full-on for big enterprises with big books of boomers and joined a chorus of robo-owners sick of millennial bullcrap

Author Brooke Southall
April 4, 2017 at 5:38 PM
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Joe Cianciolo [with Simon Roy]: The future is the next five to 10 years. The millennials don't have that much money.

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Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

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Vanguard Group shows up as 'alpha' disciple with two new fixed-income fund launches as it surpasses PIMCO's $2 trillion with ex-Goldman Sachs partner now calling the shots

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Mentioned in this article:

Financial Engines
401k Plan Consultant

MyVest
Portfolio Management System
Top Executive: Anton Honikman




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