Invesco's Acquisition of Jemstep

3 Thoughts on Why Invesco Acquiring Jemstep Was A Smart Move

I’ve been a big fan of Jemstep for quite a while now.  I first met their president, Simon Roy, at a T3 conference a few years ago when he was on a panel of robo-platform providers. (See 4 Robo-Platforms Go Head-to-Head at T3 Conference) While Jemstep started out with a short-lived direct to consumer model and then […]

Tactical ETF Managers

Should RIAs Use Tactical ETF Managers?

The low cost of ownership, high diversification, high liquidity and other general attributes of Exchange Traded Funds (ETF’s) are well known and have helped drive their growth and popularity. So how can a Registered Investment Advisor (RIA) take advantage of ETF’s to build diversified investment strategies for their clients? A panel discussion at the Money Management […]