Category: Interview

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.

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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.
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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.

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