Posted on June 19, 2020
Titan Invest & The Coronavirus
Titan Invest is a unique robo advisor in the crowded marketplace. In our latest Robo Report™, our Titan portfolio was the top performer relative to the Normalized Benchmark for the first quarter of 2020. This strong showing was in part due to their risk-management strategy of shorting the market instead of using traditional bonds.
However, top-tier performance is not the only thing exciting going on at Titan. The firm recently experienced a large growth in assets under management and a rise in customer engagement.Read More…
Posted on February 20, 2020
- Interactive Advisors’ unique approach gives clients more control and access to active strategies.
- Fractional shares and low-cost trading pose a threat to the dominance of ETFs.
- Industry-wide, digital planning tools need improvement before they can compete more fully with traditional advisors.
Posted on October 24, 2019
We recently spoke with Jed Laskowitz, CEO of You Invest, JP Morgan Chase’s digital investment platform. You Invest, which first launched as a self-directed trading platform in 2018, expanded the platform’s offerings this summer with the release of You Invest Portfolios, a managed portfolio solution on par with other robo advice products available today.Read More…