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$ymbil is a dynamic online investment adviser platform, created by Ladenburg Thalmann Asset Management, that assesses the risk profile of an investor and recommends a risk-appropriate portfolio. $ymbil has been designed as a complement to an advisors practice, allowing you to become an approved solicitor and earn 20bps annually on assets invested through your own $ymbil web link. Learn more about the benefits to advisors and clients by accessing the resources below. General information can also be found at www.symbil.com. For questions and to set up your own $ymbil web link to begin soliciting assets, please email support@symbil.com.
$ymbil in the News:
April 22, 2016
A $ymbil of Advisor-Friendliness
$ymbil was mentioned in Financial Advisors Magazine in an artilce titled A $ymbil Of Advisor-Friendliness.Phil Blancato is quoted saying “We felt like there was a lot of concern among our advisors about how the robo-advisor trend would impact them. Rather than following the trend of going directly to clients, we decided that forming a partnership with the advisor was a more effective way to deliver digital advice. In this case, advisors are being compensated as solicitors.”
Read: "A $ymbil of Advisor-Friendliness"
March 23, 2016
Ladenburg Thalmann Latest to Power Up a Robo
$ymbil was mentioned in the Wall Street Journal online Moneybeat blog’s Wealth Advisor Daily Briefing in an post titled“Fiduciary Rule Expected in Early April.” Information on $ymbil is located within the “Business” section of the post. Please note that a subscription to the Wall Street Journal is required to view this blog.
Read: "Wealth Adviser Daily Briefing: Fiduciary Rule Expected in Early April"
March 22, 2016
Ladenburg Thalmann Launches New Robo-adviser Platform $ymbil
An announcement of $ymbil’s launch was made in a wealthadviser.com posting. The article notes that $ymbil was launched by Ladenburg Thalmann Financial Services as a self-service investment platform that matches clients of Ladenburg affiliated advisors to a diversified portfolio consistent with their personal risk tolerance. Philip Blancato, Chief Executive Officer and President of Ladenburg Thalmann Asset Management was quoted saying “We will continue to provide solutions such as $ymbil to empower our advisors to broaden their client relationships and sharpen their competitive edge."
Read: "Ladenburg Thalmann Launches New Robo-adviser Platform $ymbil"
March 22, 2016
Miami Financial Giant Launches Self-service Investment Platform
An announcement of $ymbil’s launch was made in the South Florida Business Journal online article titled “Miami Financial Giant Launches Self-service Investment Platform” Adam Malamed, COO of Ladenburg Thalmann was quoted in the article noting “With $ymbil, we are helping advisors address the growing demand for wealth management services that harness the combined benefits of automation and human insight.”
Read: "Miami Financial Giant Launches Self-service Investment Platform"
March 21, 2016
Ladenburg Thalmann Launches $ymbil – A robo-Advisor Platform
An announcement of $ymbil’s launch was made in the Business Wire’s online article titled “Ladenburg Thalmann Launches $ymbil - A Robo-Advisor Platform.” Philip Blancato, Chief Executive Officer and President of LTAM was quoted saying “$ymbil was built with clients and advisors in mind, designed as a simple solution to enable advisors to refer clients and maintain long-term relationships. As the needs of our advisors and their clients evolve, we will continue to develop $ymbil as a robust resource.”
Read: "Ladenburg Thalmann Launches $ymbil – A robo-Advisor Platform"
This article was also published on Reuters, Ladenburg Thalmann Jumps into Robo Advice Market With $ymbil"
March 21, 2016
Ladenburg Thalmann Rolls Out Robo-Advisor
$ymbil was mentioned in a Think Advisor post titled “Ladenburg Thalmann Roles out Robo-Advisor.” The post notes Adam Malamed, COO of Ladenburg Thalmann, “$ymbil appeals to financial advisors and investors looking to maximize the benefits of technology with automated client registration, account administration, reporting and operational efficiencies,”
Read: "Ladenburg Thalmann Rolls Out Robo-Advisor"
March 21, 2016
Digital Advisor Unveiled at Ladenburg Thalmann
An announcement of $ymbil’s launch was made in a Private Asset Management (“PAM”) posting. The article notes that $ymbil was launched by Ladenburg Thalmann Financial Services as a self-service investment platform that matches clients of affiliated advisors diversified portfolio options ‘in minutes’.
Read: "Digital Advisor Unveiled at Ladenburg Thalmann (Please note you will need a subscription to read this article)"
March 21, 2016
Ladenburg Thalmann Launches Robo-Advisor Platform
$ymbil was mentioned in a SNL Financial post titled “Ladenburg Thalmann Robo-Advisor Platform” That article notes that $ymbil is a platform that uses proprietary scoring methodology to recommend portfolios in multiple risk categories. The portfolios use globally diversified asset allocations tactically managed by Ladenburg Thalmann Asset Management Inc.
Read: "Ladenburg Thalmann Launches Robo-advisor Platform"
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Serving the Smart Money Since 1876 ®
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