How To Land High Net Worth Investors
If you’re starting out as a financial advisor, having any type of client is good news. However, to achieve
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The Rise Of Robo Advisors In Wealth Management
The use of Artificial Intelligence (AI) has been on the rise worldwide. From home smart devices to the well-known
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MiFID II and PRIIPs: A Breakdown Of The Latest European Regulations For Asset Managers
At the start of 2018, the EU introduced new legislations to make investment funds completely transparent. This is what
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Why Wealth Managers Are Taking Big Data To The Cloud
Cloud computing is transforming the way the financial world is operating. With an easier way to handle data, financial
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Some thoughts on derivatives – Options
These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more
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Robo-Advisors and its expectations
Neither one thing nor the other - this new approach has the potential to change the landscape of investment
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Considerations on stocks
Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock,
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Modeling a system for managing options
There is no doubt about the importance of technology in the world of finance. In some cases, the lack
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We’re reconciled. Why Is My Performance Wrong?
The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone
