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Articles tagged "Jemstep"


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Martin Flanagan: Invesco has a long history of providing advisors with the tools and digital solutions they need ... through a broad range of active, passive and alternative capabilities.
December 16, 2019 at 10:56 PM

Rohit Mahna: [There's] a massive convergence as disruptive new entrants are forcing financial institutions to reimagine the entire customer experience across every line of business.

Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant

A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades

September 19, 2018 at 10:20 PM

Mike Sha (center): We’re not gonna disrupt a crusty industry. Discretion is the better part of valor for start-up people.

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 at 9:37 PM

SSG software chief Dan Skiles makes his creative contribution to an advisor-crowdsourced painting.

With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian

Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference

May 1, 2017 at 4:14 PM

Joe Cianciolo [with Simon Roy]: The future is the next five to 10 years. The millennials don't have that much money.

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 at 5:38 PM

Min Zhang: I came into the business thinking sophistication and complexity analytics were what advisors need, only to be humbled by the demand for simple.

The spoonful of gamifying sugar a 33 year-old CEO took to make the boomer-ethos T3 conference go down and the robo-bonobo mentality that she observed

As Min Zhang put her millenial self in the shoes of a small IBD owner, anxieties multiplied and solutions seemed scarce

November 10, 2016 at 6:26 PM

Mark Tibergien: That's probably our highest priority -- an API store.

Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

May 4, 2016 at 6:11 PM

Peter Intraligi: This is completely open architecture.

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 at 9:39 PM

Brooke Southall: RIA vendors are selling the wrong product, selling it in the wrong spirit or marketing it in the wrong way.

How vendors fail RIAs -- and themselves in the bargain -- by insulting RIA intelligence

Anything with a whiff of closed architecture, overcharging, inauthenticity, opacity or idiocy masquerading as information is a long-term credibility corrosive

December 9, 2015 at 12:42 AM

Steve Lockshin: One is a hammer and the other is a screwdriver.

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 at 5:55 PM

Rita Lee: It's not bad at all.

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 at 6:02 PM

Brad Matthews [r.] with Jason Novotny: I guarantee, I promise there will be a big institution [using Trizic] in the next 12 months.

After Schwab robo launch, Trizic phones leap off the hook as Wall Street brokers and bankers come calling -- and VCs write checks

Ex-JP Morgan Trizic founders say their giant enterprise prospects went from 'denial' to 'how?'

May 18, 2015 at 6:33 PM

Eric Clarke [far l.] listens raptly as Simon Roy [far r.] touts Jemstep, then inks a deal with him over cocktails. Also pictured: Trizic founder Brad Matthews and Upside user, 'Downtown' Josh Brown

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 at 1:40 PM

Ajay Gupta: I knew the book was going to be a success. I didn't know that three months later it would be on its ninth printing and still be a New York Times bestseller.

Swamped by Tony Robbins' referrals, Ajay Gupta launches national venture with Jemstep and United Capital as notable partners

The UBS breakaway mentioned in the self-help guru's book is now calling on RIAs nationwide to share the referral wealth

March 18, 2015 at 7:41 PM

Roger Hewins: It comes with their 'approved investments' instead of ours, so its a non-starter.

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 at 5:47 PM

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