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- Sarah ten Siethoff is New Associate Director of SEC Investment Management Rulemaking Office
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- Credit Suisse to Pay $47Mn to Resolve DOJ Asia Probe
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- SEC's Opening Remarks to the Elder Justice Coordinating Council
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- World’s Biggest Hedge Fund Reportedly ‘Bearish On Financial Assets’
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- Cryptocurrency Exchange Bitfinex Briefly Halts Trading After Cyber Attack
- SEC Names Valerie Szczepanik Senior Advisor for Digital Assets and Innovation
- SEC Modernizes Delivery of Fund Reports, Seeks Public Feedback on Improving Fund Disclosure
- NYSE Says SEC Plan to Limit Exchange Rebates Would Hurt Investors
- Deutsche Bank faces another challenge with Fed stress test
- Former JPMorgan Broker Files racial discrimination suit against company
- $3.3Mn Winning Bid for Lunch with Warren Buffett
- Julie Erhardt is SEC's New Acting Chief Risk Officer
- Chyhe Becker is SEC's New Acting Chief Economist, Acting Director of Economic and Risk Analysis Division
- Getting a Handle on Virtual Currencies - FINRA
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Raymond James Unveils Robo-Advisor
By year’s end, Raymond James’s more than 7,100 independent and employee advisors will have access to “Connected Advisor,” the broker-dealer’s own digital advice platform. The platform will include tools to support more collaboration between advisors and clients and boost data-driven capabilities.
According to Tash Elwyn, head of the employee-advisor group Raymond James & Associates, the idea behind the technology is to let computers do “what they do best” while allowing advisors to focus more of their time on “engaging … and deepening relationships with their clients.”
A pilot rollout of the platform set for Q3 of 2017, that will include 25 advisors who are part of Raymond James’ technology council; after that introduction, Connected Advisor will be launched branch by branch.
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