Oranj David Lyon

Oranj David Lyon: We’re The Un-Robo-Advisor

Today, using Uber to hail a cab, Amazon to buy electronics or Venmo to transfer money have become commonplace. Dealing with a live person to handle every day tasks seems almost quaint and old fashioned.  So, why would engaging with a financial advisor be any different? As reported in a recent Boston Consulting Group study, […]

4 Robo-Platforms Go Head-to-Head at T3 Conference

UPDATE Jan 2016: The acquisition of Jemstep by Invesco could help their efforts to move upmarket. They have been selling primarily to smaller RIA’s but getting a lot of interest from larger firms.  Jemstep needed a cash infusion to continue their growth and had a choice between more private equity money or selling the company to […]

Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2

Here’s a lightning fast overview of Day 2 of the Technology Tools for Today (T3) Conference – Advisor Edition from Dallas based on selected Twitter posts (with the #T32015 hashtag) as a guide. I’ll be diving into more detail on a bunch of these sessions in the near future.  But I wanted to get this […]