Hear Simon Roy’s interview with Bloomberg where he talks about key benefits of Advisor Pro, including taking a goals-based approach to advice and providing investors access to help when and where they need it.
Bloomberg Markets AM interview with Simon Roy, President and CEO of Jemstep, discusses adoption drivers of digital advice and the role of technology vs. humans.
New SEC guidance provides effective ways for advisors to comply with disclosure regulations.
While online tools are increasingly being adopted by investors, we believe people will continue to benefit from access to skilled advisors.
Jemstep President and CEO Simon Roy discusses the Jemstep Advisor Pro platform and its recent acquisition by Invesco.