A captivating article written by Ryan Neal of “Wealth Management Magazine” named Founder and CEO of RobustWealth, Mike Kerins, CFA, FRM, one of the top ten to watch in wealth management for 2017.
Declared “The Integrator”, Mike Kerins and the RobustWealth team have developed a Complete Wealth Management Platform that integrates tax-efficient rebalancing, goals based investing, all complete with enhanced advisor technology tools. When he first left Franklin Templeton in 2015, Mike hoped to build an all incumbent B2B robo-advisor, leading to the birth of RobustWealth.
Currently, RobustWealth allows early adapters to use their technology stack for free, then charges 20 basis points for the use of the robo-advice, investment strategies and tax-efficient rebalancing. This allows RobustWealth to cater to firms of any size and caliber.
Looking towards the future, Neal mentions RobustWealth’s plan for expansion, “Kerins would like to add alternative investments and individual securities to the platform, as well as turnkey 401(k) solution for advisors.” RobustWealth, “currently sits on top of TD Ameritrade’s custodial services and is on the Fidelity’s platform as a sub-advisor while it wraps up integration.” After launching three months ago, RobustWealth is rapidly approaching their year-end goal of reaching $500 million in assets on their platform.