Tuesday, September 30, 2014

Redhawk appoints Jemstep to power its online wealth management service

"As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry.
Redhawk Wealth Advisors, a registered investment adviser with a wealth management practice, and Jemstep Inc., also an RIA but with an algorithm-driven account aggregation and investment advice platform, have become partners, bringing online advice to help Redhawk's retail clients manage their investments, including funds held in their 401(k) accounts."
Full article from Investment News here 

Saturday, September 7, 2013

Jemstep featured in WSJ piece

Andrea Coombes recently wrote a piece in the Wall Street Journal, entitled Personalized advice without a person. The article covers the nascent but growing online wealth management industry, and Jemstep is proud to be one of the main companies featured in the article. It's one the best pieces written so far on our industry with a clear understanding of what the key players are bringing to market with their different offerings.

Earlier this year, Jemstep featured in another article in WSJ: New Bells and Whistles for 401K Plans.

Articles like these in the Wall Street Journal and other publications help spread the word about our offering, and its exciting to be helping more people every day manage their investment portfolios better and at a fraction of the usual cost.

Tuesday, July 9, 2013

Nerdwallet Jemstep Review: A New Portfolio Manager for Your Retirement Assets

"Is it working?  Jemstep provides these impressive statistics to date:
  • More than 10,000 people are using Jemstep services and managing portfolios totaling more than $2 billion in assets.
  • Among them, nearly 20 percent of those who have received a personalized action plan have already improved their retirement outcome by implementing one or more of the buy or sell recommendations.
  • The average investor who follows Jemstep’s advice is projected to have an additional $290,000 to spend in retirement.
NerdWallet thinks that yes, Jemstep is definitely helping investors get on the best track for a comfortable retirement."

The full review is here:
Jemstep Review: A New Portfolio Manager for Your Retirement Assets