The New Fintech Disruptors: How Can you Benefit?

The New Fintech Disruptors: How Can you Benefit?

Financial technology is a democratizing force that can change our lives by making financial tools and services accessible, faster and more easily understood — most times at a lower cost. Complex algorithms now often take the place of traditional advisors, perhaps...
Robo-Advisors and Banks: The Next Robo-Frontier

Robo-Advisors and Banks: The Next Robo-Frontier

In 2015, we saw a number of robo-advisors join with major financial services firms as well as a couple of big financial services firms launch their own robo-advisor service. So far, 2016 has started off with a large banking group, BBVA Compass, partnering with...
3 Ways Technology Will Change Your Finances

3 Ways Technology Will Change Your Finances

With the advent of technology, we’ve seen men on the moon, self-driving cars, and the rise of artificial intelligence. All of that’s exciting, but not all too relevant to the average person’s day-to-day life. However, coinciding with technology’s advancements of...
Why Staying Ahead Of Tech is More Vital than Ever

Why Staying Ahead Of Tech is More Vital than Ever

A growing number of them are prioritizing technology investments, which means advisors who aren’t risking falling behind the curve in productivity and quality of service. According to a recent survey by Financial Planning, zero advisors plan to cut their technology...
Top Tips on How to Retire from the Professionals

Top Tips on How to Retire from the Professionals

The 1% continues to receive flack across the globe, as income disparity is one of the hottest financial topics worldwide. Whether or not you think that criticism is deserved, there’s one thing that can’t be denied: the super-rich know how to grow their wealth. As a...
Are High-Multiple Tech Stocks Winners or Losers?

Are High-Multiple Tech Stocks Winners or Losers?

If you like risk or if you see this as a risk-on environment, then you should consider looking into high-multiple tech stocks. They tend to perform best in risk-on environments. Investors are anticipating future growth, which increases the odds of stock appreciation....
Advisors: Top Ways to Find Your First Clients and Grow

Advisors: Top Ways to Find Your First Clients and Grow

Becoming a financial advisor is a challenging endeavor with many requirements. Beyond potential education courses, you may also need to become certified as a certified financial planner (CFP) or chartered financial analyst (CFA) to set yourself apart. This is not to...