Introduction
By Bo Howell
Dec 5, 2019 11:30:00 AM / by Bo J. Howell posted in Compliance, Technology, John Simmons
By Bo Howell
Nov 21, 2019 12:30:00 PM / by Bo J. Howell posted in Guest Author, Technology, FinTech, John Simmons
By John Simmons
Nov 7, 2019 1:00:00 PM / by Bo J. Howell posted in Artificial Intelligence, automation, John Simmons
Recently, I read some articles in The Economist newspaper that talked about the increasing use of computers in asset management. While the topic is not new to those of us in the industry, I thought of our recent intern, John Simmons, who is graduating from Xavier University next month and is focused on becoming a portfolio manager. I wondered what skills does John need today to be successful in twenty years. It dawned on me that unlike college graduates of prior generations, who only needed a solid grounding in finance along with basic computer skills, John was probably going to work with machines in ways that are unknown to many of today’s portfolio managers.
Joot is a fintech company that provides web-based technology and services to registered investment advisers. Joot has over 40 RIA clients around the U.S. who collectively manage over $33 billion. Joot’s clients include retail advisers, institutional managers, private fund managers, and mutual fund advisers.