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 […]