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Summary: Sallie Krawcheck thinks she can serve women investors better than Wall Street can, and she can do it with a robo designed specifically to account for women's concerns in its plans.
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Summary: Trying to be “outside of the box” makes you very un-creative and incredibly un-productive. Organizations love to say they are removing limits. Open floor plans, “matrix” organizations, and “thinking groups” are being implemented and pushed forward in an effort to drive collaboration, creativity and innovation
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Summary: Invesco Ltd. announced this week that it will collaborate with Pershing to offer Jemstep Advisor Pro, the firm’s advisor-focused digital advice solution, to Pershing’s clients.
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Summary: Echoing the concerns raised by various agencies regarding the use of robos and their ability to be fiduciaries, 47% of investment professionals responding to the CFA Institute’s newest FinTech Survey said the quality of financial advice could be hurt by expanded robo use and another 38% of respondents said they thought investors could see higher rates of fraud and misselling.
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Summary: The most influential people in our lives are the advocates and educators who speak on our behalf and teach us how to stand up to the challenges we face. Advisors fill that role for clients as they guide them through the various challenges of their lives: retirement planning, saving for children’s education, creating a legacy to hand down to children and other beneficiaries.
