Our Thinking

Taking a goals-based approach to advice

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.

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What trends will shape ‘fintech’ in 2018?

We expect advisors’ use of financial technology to grow, allowing them to more efficiently serve investors. 

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Your financial future is a bionic advisor

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.

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What do the recent SEC robo guidelines mean for advisors?

New SEC guidance provides effective ways for advisors to comply with disclosure regulations.

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Will technology eventually replace human financial advisors?

While online tools are increasingly being adopted by investors, we believe people will continue to benefit from access to skilled advisors.

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Robos Eye Big Prize: $500B Advisor Market

Jemstep President and CEO Simon Roy discusses the Jemstep Advisor Pro platform and its recent acquisition by Invesco.

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