Articles tagged "Simon Roy"


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Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight

Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier

July 20, 2017 — 9:37 PM UTC

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

April 4, 2017 — 5:38 PM UTC

An e-marriage of Schwab and Fidelity, a reflective Ron Carson and good jargon-bashing made T3 take off like that helicopter outside

Addepar and FolioDynamix team up, Fidelity defends its robo-AMP and Carson tells why the Carson Wealth-LPL partnership failed -- and what blame he takes

February 21, 2017 — 6:52 PM UTC

How exactly Invesco plans to get a return on its Jemstep robo purchase with a TAMP-evoking strategy

The $800-billion Atlanta money manager is trying a modern model portfolios play on buying distribution for a more prominent seat at the table

January 13, 2016 — 9:39 PM UTC

Why exactly Betterment backers Marty Bicknell and Steve Lockshin became customers of rival robo and custodian TD Ameritrade

What makes the counterintuitive step work is how Jemstep helps round up the mass-affluent's mess of paperwork

November 25, 2015 — 5:55 PM UTC

Schwab's robo for RIAs is set to launch in next 10 days, to delight of online forerunners

The San Francisco custodian's Institutional Intelligent Portfolios is expected to legitimize the robo concept but significant unknowns remain

June 19, 2015 — 6:02 PM UTC

Orion and Jemstep form first big marriage of non-robo and robo software -- at advisor behest -- to create RIA e-commerce

The Nebraska-based conventional provider and the Silicon Valley whiz-bang, with Salesforce and TD Ameritrade as common bonds, found it easy to partner with each other

April 22, 2015 — 1:40 PM UTC

With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice

Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade

March 13, 2015 — 5:47 PM UTC

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

February 16, 2015 — 8:27 PM UTC

New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!

TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab

February 2, 2015 — 5:21 AM UTC

Can Schwab, six years late to the robo party, 'freeze the market', catch up and blow doors?

The potential is awesome but the San Francisco giant is currently generating PR for an offering that does not yet have a launch date

October 29, 2014 — 8:22 PM UTC

After bagging Google, Wealthfront hires a Facebook web-traffic pied piper to manage mega-prospects knocking at the door

With 'bigger' deals than Google in the works, Alison Rosenthal hits the ground running -- fast -- at the online RIA

October 2, 2014 — 11:31 PM UTC
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