Reconciling Data – Robo Advisors & the SEC

Anyone who has worked with databases knows that matching up multiple datasets knows that the nitty, gritty behind-the-scenes detail work is not exactly the most glamorous work —- but it is necessary. That realization was once again driven home when we downloaded the SEC list of registered advisors. The goal was to match that list […]

FinTech Robo Advisors . . . and the incumbents

In the hot start-up world of FinTech, there are many different segments from Insurance to Banking to Bitcoins and trading and . . . .   One of these advisory business that has been well know by the likes of Schwab, Fidelity and Vanguard. The new players are increasingly algorithmic based and are are labeled […]